Unclaimed
John Bentubo is an investment advisor representative with MWA Financial Services Inc., located in Windermere, FL. John has been in the financial services industry since 1987 and has extensive experience serving individuals, corporations, and charitable organizations. John holds multiple industry licenses and designations, including Series 6, 7, 63, and 65. John specializes in providing financial planning, portfolio management for businesses and individuals, and selecting other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
09/08/2022 - Present
MWA Financial Services Inc. (Windermere FL)
FL
09/27/2017 - 08/03/2022
EQUITABLE ADVISORS, LLC (ORLANDO FL)
FL
03/25/2017 - 09/18/2017
MML INVESTORS SERVICES, LLC (MELBOURNE FL)
FL
07/02/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
05/21/2004 - 07/03/2007
SUNSET FINANCIAL SERVICES, INC. (ORLANDO FL)
NJ
07/12/2000 - 04/01/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
MA
12/08/1986 - 07/31/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/08/1986 - 07/31/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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