Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Destefanis is a financial advisor with over 35 years of experience in the industry. John is currently registered with Cambridge Investment Research Advisors, Inc. and holds a Series 7, Series 63, and SIE licenses. John is also a Certified Financial Planner. John has previously worked at Cantella & Co., Inc., U.S. Wealth Advisors, LLC, and Ameriprise Financial Services, Inc. John specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, 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.
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.
Solicitation fees from 3rd party money managers
1
2
MA
12/14/2022 - Present
Cambridge Investment Research Advisors, Inc. (Hingham MA)
MA
05/21/2009 - 12/09/2022
CANTELLA & CO., INC. (HINGHAM MA)
MA
06/05/2008 - 05/21/2009
U.S. WEALTH ADVISORS, LLC. (HINGHAM MA)
MA
09/24/1987 - 05/15/2008
AMERIPRISE FINANCIAL SERVICES, INC. (HINGHAM MA)
MN
05/30/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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