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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 Patrick Greco is a registered investment advisor representative with World Investment Advisors, LLC. John has been in the securities industry since 2021. John has also held past positions with RAYMOND JAMES FINANCIAL SERVICES, INC. and Boston Harbor Wealth Advisors. John's professional licenses include a Series 66, a Series 7TO and a SIE. John works with a variety of clients including Individuals, High Net Worth Individuals, Pension and Profit Sharing Plans, Corporations or Other Businesses, and Charitable Organizations. John's expertise spans a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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
OH
06/28/2024 - Present
World Investment Advisors, LLC (COLUMBUS OH)
OH
11/30/2021 - 07/25/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Columbus OH)
BOTH
Issued 06/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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