Unclaimed
John Raymond Buoni is a financial advisor with Sovereign Financial Group, Inc. John has been in the industry for over 25 years and has a strong background in providing financial planning and investment management services. He is a Chartered Financial Consultant and holds the Series 66, Series 7, and SIE licenses. Previously, John was a financial advisor at Janney Montgomery Scott LLC, PNC Investments, and J.J.B. Hilliard, W.L. Lyons, Inc. Sovereign Financial Group, Inc. is a firm that specializes in providing financial planning and investment management services to individuals, families, and businesses. The firm has a strong commitment to providing personalized service and building long-term relationships with its clients.
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.
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.
1
2
CT
07/07/2023 - Present
Sovereign Financial Group, Inc. (STAMFORD CT)
PA
05/19/2006 - 06/02/2023
JANNEY MONTGOMERY SCOTT LLC (WEST CHESTER PA)
PA
01/01/2004 - 05/30/2006
PNC INVESTMENTS (NEWTON SQUARE PA)
KY
05/26/2000 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MD
10/23/1997 - 06/05/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 11/25/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Buoni is the right advisor for you? Invested Better is here to help.