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 Mastrogianakis is a financial advisor with Truist Advisory Services, Inc. John has over 15 years of experience in the financial industry. John is registered in 17 states and has passed several industry exams including Series 6, 7, 24, 63, 65 and SIE. John specializes in providing financial planning, portfolio management, and other advisory services to individuals and businesses. John has worked for several financial institutions, including Truist Investment Services, Inc., Cetera Investment Services LLC, FSC Securities Corporation, American Skandia Marketing, Inc., and Jackson National Life Distributors LLC.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
GA
08/05/2024 - Present
Truist Advisory Services, Inc. (ALPHARETTA GA)
GA
05/20/2024 - 07/31/2024
CETERA INVESTMENT SERVICES LLC (KENNESAW GA)
GA
03/15/2013 - 12/15/2023
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
05/20/2009 - 03/30/2012
FSC SECURITIES CORPORATION (ATLANTA GA)
CT
02/28/2007 - 10/23/2007
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
GA
04/27/2006 - 01/19/2007
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (ATLANTA GA)
IA
Issued 08/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 05/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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