Unclaimed
John Noel Marcheso is a financial advisor with over 38 years of experience. John is registered with Centaurus Financial, Inc. and has offices in Rathdrum, ID and Anaheim, CA. John has a wide range of experience in the financial services industry and holds several licenses and certifications. John also has experience in real estate development and management. John is committed to providing personalized financial advice to his clients.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
ID
06/14/2002 - Present
Centaurus Financial, Inc. (RATHDRUM ID)
NY
05/17/1983 - 12/21/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/28/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2009
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/23/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/21/1979
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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