Unclaimed
John Nanni is a Certified Financial Planner with over 24 years of experience in the financial services industry. John is currently registered with J. W. Cole Advisors, Inc. in Arizona. Prior to that, John was a Registered Representative at MML Investors Services, Inc. in Massachusetts, 1st Global Capital Corp. in Texas and Advantage Capital Corporation in Georgia. John is licensed to offer investment advice and securities products in multiple states and holds several professional certifications including Series 6, Series 7, Series 63, and Series 65. John offers financial planning services to individuals, families, and businesses. In addition, John provides portfolio management services and educational seminars. John has a strong commitment to providing personalized financial advice and helping clients reach their financial goals.
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.
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.
Hourly & fixed rate consulting
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
AZ
11/15/2010 - Present
J. W. Cole Advisors, Inc. (SCOTTSDALE AZ)
MA
09/07/2001 - 07/30/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
TX
07/05/1994 - 09/13/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
GA
07/16/1992 - 07/08/1994
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 11/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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