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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Mitchell Moreno is a registered investment advisor representative with Alden Investment Group. John has been in the securities industry since April 8, 1999. John has passed the Series 63, Series 65, and Series 66 examinations. John is also a registered investment advisor in Pennsylvania. John has experience working with both high-net-worth individuals and individuals other than high-net-worth. John is also experienced in managing retirement plans and providing financial planning services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Retirement plans
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
08/04/2022 - Present
Alden Investment Group (Gross Point Farms MI)
PA
11/06/2017 - 12/31/2022
J. ALDEN ASSOCIATES, INC. (WAYNE PA)
MI
08/25/2000 - 09/20/2017
CUNA BROKERAGE SERVICES, INC. (Grosse Pointe Farms MI)
OH
01/14/2000 - 07/24/2000
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
06/21/1999 - 01/11/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
OR
12/10/1998 - 05/10/1999
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
BOTH
Issued 05/21/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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