Unclaimed
John P. Zinn is a financial advisor with Commonwealth Financial Network. John has been in the financial industry since 2019 and has a Series 7, Series 66 and SIE licenses. John is registered in Arizona, Connecticut, Florida, Georgia, Maine, Massachusetts, Michigan, New Hampshire, New York, North Carolina, Texas, Vermont and Virginia. John is also registered as an Investment Advisor Representative in Maine. Commonwealth Financial Network is a Registered Investment Advisor and Broker-Dealer, and provides financial advice to individuals, families, businesses and institutions. John provides financial planning, portfolio management, and other investment-related services. John's primary office is located at 62 India Street, Suite A, Portland, ME 04101.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ME
05/06/2022 - Present
Commonwealth Financial Network (Portland ME)
MA
04/22/2020 - 05/08/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
IL
09/06/2019 - 02/14/2020
TD AMERITRADE, INC. (Chicago IL)
BOTH
Issued 09/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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