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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Spano is a financial advisor with Cambridge Investment Research Advisors, Inc. John has over 20 years of experience in the financial services industry. John is registered with the state of Texas and holds Series 6, 7, 24 and 66 licenses as well as the SIE. Prior to joining Cambridge, John worked for National Planning Corporation and Securities America, Inc.. John provides a variety of financial services including financial planning, portfolio management, and investment advisory services. He is committed to helping his clients achieve their financial goals. John is based out of Cedar Park, Texas.
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
TX
03/09/2015 - Present
Cambridge Investment Research Advisors, Inc. (Cedar Park TX)
TX
01/21/2011 - 03/09/2015
NATIONAL PLANNING CORPORATION (CEDAR PARK TX)
TX
01/28/2003 - 01/21/2011
SECURITIES AMERICA, INC. (CEDAR PARK TX)
CO
06/10/1999 - 05/07/2001
JANUS DISTRIBUTORS, INC. (DENVER CO)
BOTH
Issued 12/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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