Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Maskubi is a financial advisor with over 25 years of experience in the industry. John has held various roles at different firms, including Morgan Stanley DW Inc., Investors Associates, Inc., and Wells Fargo Clearing Services, LLC, where John is currently employed. John holds licenses in several states, including New York and New Jersey, and has passed numerous industry exams, such as Series 7, Series 31, and Series 65. John’s area of expertise is in financial planning, pension consulting, and portfolio management. John currently provides services to individuals and businesses, as well as charitable organizations, corporations, and other institutions.
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.
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.
Investment consulting services to institutional clients
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
NY
03/10/2022 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
08/23/2005 - 03/16/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
01/21/1997 - 08/23/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
12/15/1995 - 05/28/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
IA
Issued 06/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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