Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Phillip Casale is a financial advisor with over 25 years of experience in the financial services industry. John has been a Registered Representative and Investment Advisor Representative with Janney Montgomery Scott LLC since 2008, and has a wide range of experience, including working with individuals, businesses, and institutions. John has a strong commitment to providing his clients with personalized financial advice and guidance. John is committed to helping clients achieve their financial goals. John is registered to offer investment advice in 34 states and is committed to staying current on the latest market trends and regulations.
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.
Fee plus commission
1
2
PA
05/26/2020 - Present
Janney Montgomery Scott LLC (BERWYN (Valley Forge) PA)
NJ
11/06/2015 - 06/19/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MARGATE CITY NJ)
NJ
10/24/2008 - 11/10/2015
JANNEY MONTGOMERY SCOTT LLC (LINWOOD NJ)
NJ
05/05/2006 - 10/24/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (MARGATE CITY NJ)
NJ
07/03/2006 - 10/24/2007
RAYMOND JAMES & ASSOCIATES, INC. (MARGATE CITY NJ)
NJ
10/01/1999 - 05/05/2006
WACHOVIA SECURITIES, LLC (LINWOOD NJ)
NC
06/04/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NJ
12/24/1996 - 06/15/1999
L.O. THOMAS & CO. INC. (LINWOOD NJ)
NC
06/07/1994 - 12/24/1996
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
05/24/1993 - 05/16/1994
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 08/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/04/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure John Casale is the right advisor for you? Invested Better is here to help.
