Unclaimed
John Randolph Pullaro is an active financial advisor. John has been in the industry since 2000. John is currently registered with Oneseven as a registered representative and investment advisor representative (IAR). Previously, John was registered with Truist Investment Services, Inc., BB&T Securities, LLC, BB&T Investment Services, Inc. and Edward Jones. John has Series 7 and Series 66 licenses. John has a total of 29,667 client accounts with assets under management totaling $3,680,333,148.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
01/06/2024 - Present
Oneseven (BEACHWOOD OH)
MD
02/17/2021 - 06/01/2021
TRUIST INVESTMENT SERVICES, INC. (MIDDLETOWN MD)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
MD
11/16/2005 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (FREDERICK MD)
MD
08/23/2002 - 11/15/2005
EDWARD JONES (SMITHSBURG MD)
NY
10/19/2000 - 08/28/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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