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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 Peter Lipari is a financial advisor with over 30 years of experience in the industry. John is currently registered with Raymond James Financial Services Advisors, Inc. John's previous experience includes working with Morgan Stanley, Citigroup Global Markets Inc, First Manhattan Co and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John holds multiple licenses and qualifications including Series 7, Series 10, Series 9, Series 63 and Series 65. John is also a registered investment advisor in Florida and Texas. John specializes in providing financial planning and investment management services to individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/06/2015 - Present
Raymond James Financial Services Advisors, Inc. (NORTH PALM BEACH FL)
FL
06/01/2009 - 02/27/2015
MORGAN STANLEY (WEST PALM BEACH FL)
FL
01/14/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)
NY
03/05/1992 - 01/15/2002
FIRST MANHATTAN CO (NEW YORK NY)
NY
01/04/1984 - 03/09/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/23/1983 - 12/06/1984
VANTAGE SECURITIES OF COLORADO, INC.
IA
Issued 10/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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