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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 Francis Nardone is a financial advisor at Wealthpenn.comllc. John has been in the financial services industry since September 23, 1991 and has experience working for various firms including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and Citigroup Global Markets Inc.. John is registered with FINRA and is licensed to provide investment advice in 41 states. John has a Series 7, Series 3, and Series 63 license. He has a Series 65 license and is registered as an Investment Advisor Representative in New Jersey, Florida, and Texas. John's specializations include Asset Allocation, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Investment Companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
04/08/2020 - Present
Wealthpenn.comllc (Northfield NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NORTHFIELD NJ)
NJ
09/15/2006 - 04/02/2007
MORGAN STANLEY DW INC. (NORTHFIELD NJ)
NJ
07/31/1993 - 09/28/2006
CITIGROUP GLOBAL MARKETS INC. (STONE HARBOR NJ)
NY
09/24/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/7/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/9/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1991
Series 3 - National Commodity Futures Examination
BC
Issued 9/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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