Unclaimed
John Paul Gaglioti is a financial advisor registered with Voya Financial Advisors, Inc. John has over 20 years of experience in the financial industry. John is also a registered investment advisor in the state of Connecticut. John holds multiple licenses and certifications including Series 7, Series 6, Series 63, Series 65, Series 24, Series 26 and the SIE. John specializes in financial planning, portfolio management, and insurance.
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.
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.
1
2
CT
05/26/2015 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
12/22/2011 - 01/14/2015
FIDELITY BROKERAGE SERVICES LLC (WEST HARTFORD CT)
CT
01/03/2011 - 12/01/2011
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CT
03/23/2010 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
04/11/2006 - 01/23/2009
METLIFE SECURITIES INC. (HARTFORD CT)
CT
04/11/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HARTFORD CT)
CA
06/19/2002 - 04/18/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 11/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/05/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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