Unclaimed
John Peter Aiello is a financial professional with over 20 years of experience in the industry. John is currently registered with HSBC Securities (USA) Inc. and has previously been registered with firms such as Chase Investment Services Corp. and Laidlaw & Company (UK) Ltd. John is a Series 7 and Series 63 licensed professional and holds a Series 65 license as well. John is registered to provide financial advice and investment services in various states including Florida, Georgia, Maryland, Massachusetts, Michigan, New Jersey, New York, and Texas. John also owns and operates Aiello Properties LLC, an investment property company.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
04/09/2020 - Present
Hsbc Securities (usa) Inc. (BROOKLYN NY)
NY
06/18/2010 - 01/04/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
10/28/2009 - 05/05/2010
LAIDLAW & COMPANY (UK) LTD. (ROSLYN HEIGHTS NY)
NY
07/12/2004 - 11/04/2009
GUNNALLEN FINANCIAL, INC (ROSALYN HEIGHTS NY)
GA
01/09/2004 - 07/01/2004
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
IA
Issued 09/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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