Unclaimed
John Michael Parteli is a financial advisor based in Boston, MA. John has been in the industry since 1996 and holds a Series 6, 7, 63, and 66 license. John is currently registered with MFS Fund Distributors, Inc. and previously worked at JPMORGAN DISTRIBUTION SERVICES, INC. and ONE GROUP SERVICES COMPANY (THE). John's current registration is in Texas and his firm is located in Boston, MA.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
MA
07/25/2008 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
OH
01/29/2001 - 07/10/2008
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
05/03/1996 - 12/31/2000
ONE GROUP SERVICES COMPANY (THE) (BROOKLYN OH)
BOTH
Issued 06/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Parteli is the right advisor for you? Invested Better is here to help.