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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 Robert Anastasia is a financial advisor with LPL Financial LLC and has been in the industry since January 20, 1987. John has a wide range of experience in the financial services industry, having worked for several firms including Ameriprise Financial Services, LLC, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Advest, Inc. John is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed investment advisor representative in Florida. He is also a registered investment advisor representative in Texas. John offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. John's commitment to providing exceptional client service and personalized financial advice has helped him build a strong reputation in the industry. John's experience and expertise can help you achieve your 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.
Consulting and other non-discretionary advisory services
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.
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2
FL
06/13/2024 - Present
LPL Financial LLC (OCALA FL)
FL
08/31/2018 - 06/26/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Ocala FL)
CT
02/15/2008 - 09/05/2018
WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)
FL
03/08/2006 - 02/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OCALA FL)
FL
11/10/2000 - 03/08/2006
ADVEST, INC. (OCALA FL)
MO
07/06/1992 - 11/29/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
04/04/1989 - 07/16/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/21/1987 - 04/06/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 02/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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