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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 Nagle-caraluzzo is a financial advisor registered with MML Investors Services, LLC and is licensed in multiple states. John has been in the industry since 2007 and holds Series 7 and Series 65 licenses. John has a proven track record of success in providing financial advice and portfolio management for a variety of clients, including individuals, families, trusts, foundations, and businesses. He has experience in helping clients with financial planning, retirement planning, college savings, and estate planning. John is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Asset allocation programs
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
1
2
NY
06/05/2021 - Present
MML Investors Services, LLC (ROCHESTER NY)
NY
03/10/2014 - 06/14/2021
PRUCO SECURITIES, LLC. (Pittsford NY)
NY
09/23/2008 - 12/06/2013
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ROCHESTER NY)
NY
09/23/2008 - 12/06/2013
MUTUAL OF AMERICA SECURITIES CORPORATION (ROCHESTER NY)
NY
01/29/2008 - 08/22/2008
THRIVENT INVESTMENT MANAGEMENT INC. (PITTSFORD NY)
NY
04/16/2007 - 01/24/2008
J.P. TURNER & COMPANY, L.L.C. (CANANDAIGUA NY)
IA
Issued 06/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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