Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Presbitero is a financial advisor with over 30 years of experience in the industry. John currently works with Planmember Securities Corp. in Fort Lauderdale, Florida. Before joining Planmember Securities Corp., John has held positions at several other firms including ING Financial Advisors, LLC, Symetra Investment Services, Inc., First Allied Securities, Inc., Conseco Securities, Inc., Conseco Financial Services, Inc., Conseco Equity Sales, Inc., Fortis Investors, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. John's specializations include Financial planning, portfolio management, and investment supervisory services.
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.
Provides investment supervisory services
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.
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2
FL
10/11/2007 - Present
Planmember Securities Corp. (Fort Lauderdale FL)
CT
05/18/2006 - 10/08/2007
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
MA
09/09/2002 - 05/30/2006
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
09/01/2000 - 09/11/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
IN
08/05/1998 - 09/01/2000
CONSECO SECURITIES, INC. (CARMEL IN)
IN
04/14/1997 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
IN
11/12/1993 - 04/14/1997
CONSECO EQUITY SALES, INC. (CARMEL IN)
MN
08/09/1993 - 12/31/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
MA
09/26/1986 - 08/20/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/29/1985 - 08/20/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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