Unclaimed
John Lepore is a financial advisor with MML Investors Services, LLC. John is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed investment advisor in multiple states. John has been working in the financial industry for over 20 years, providing financial guidance and wealth management services. John has experience working with various clients, including corporations, individuals, and pension and profit-sharing plans. John has specialized knowledge and experience in asset allocation, financial planning, and portfolio management.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (NEW YORK NY)
NY
03/16/2009 - 10/07/2010
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/01/2001 - 08/29/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/20/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 04/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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