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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 Abriola is a financial advisor with United Capital Financial Advisors. John has been in the financial services industry since October 15, 1986. John has a broad range of experience, including working with high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations.
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.
Sub-adviser for other investment advisers
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
PA
10/30/2015 - Present
United Capital Financial Advisors (CARNEGIE PA)
PA
09/03/2020 - 11/14/2023
GOLDMAN SACHS & CO. LLC (CARNEGIE PA)
PA
09/03/2020 - 11/14/2023
MERCER ALLIED COMPANY, L.P. (CARNEGIE PA)
PA
11/01/2017 - 09/03/2020
CETERA ADVISOR NETWORKS LLC (Carnegie PA)
PA
10/30/2015 - 11/01/2017
GIRARD SECURITIES, INC. (Carnegie PA)
PA
11/13/1997 - 11/06/2015
ROYAL ALLIANCE ASSOCIATES, INC. (CARNEGIE PA)
MA
05/14/1992 - 11/13/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
09/24/1986 - 04/21/1992
MERCER ALLIED CORPORATION (ALBANY NY)
BC
Issued 12/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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