linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Patrick San filippo

Your Choice Financial LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Patrick San filippo

John Patrick San filippo is an investment advisor representative with Your Choice Financial LLC. John has been working in the financial services industry since 2009 and holds the Series 63, Series 65, and Series 7 licenses. John is registered with the state of Alabama, Florida, Nevada, New York, and Texas. In addition to providing investment advisory services, John also provides life and health insurance services through Your Choice Advisors LLC.

Firm Information

John San filippo is currently registered with Your Choice Financial LLC. Your Choice Financial LLC is a financial advisory firm that manages approximately $41.04 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals and businesses. They have 8 licensed agents and investment adviser representatives who serve 71 clients, primarily individuals other than high-net-worth.

$41.04M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John San filippo’s Registration & Firm History

FL

06/28/2022 - Present

Your Choice Financial LLC (ST. CLOUD FL)

NY

09/12/2017 - 01/14/2022

MML INVESTORS SERVICES, LLC (Melville NY)

NY

03/05/2012 - 02/08/2016

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

04/19/2011 - 11/11/2011

ANDREW GARRETT INC. (NEW YORK NY)

NY

08/07/2009 - 04/21/2011

AXA ADVISORS, LLC (LAKE SUCCESS NY)

Not sure if John Patrick San filippo is right for you?

Licenses & Designations

IA

Issued 03/08/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/25/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Patrick San filippo.
Not sure if John Patrick San filippo is right for you?