Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Baldi is a financial professional with over 20 years of experience in the industry. John is currently registered with Franklin Distributors, LLC, and is licensed to provide securities services in all states. Previously, John held roles at firms including Citigroup Global Markets Inc. and J.P. Morgan Securities Inc.. John's professional qualifications include passing the Series 7, Series 63, and SIE exams. John is dedicated to providing clients with comprehensive financial guidance.
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.
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.
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2
NY
12/01/2005 - Present
Franklin Distributors, LLC (NEW YORK NY)
NY
05/04/2004 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/01/2001 - 04/07/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/17/1998 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 12/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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