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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 Monaco is a financial advisor with Avantax Advisory Services. John Monaco is a Personal Financial Specialist. John Monaco has been working in the financial industry since February 6, 2000. John Monaco holds the Series 6, Series 7TO and Series 63 licenses. John Monaco is currently registered in the states of California, Colorado, Connecticut, Florida, Kansas, Maine, Maryland, New Jersey, New York, Pennsylvania, and Virginia. John Monaco is also registered with FINRA. John Monaco works in the Patterson, New York branch office of Avantax Advisory Services. John Monaco has been working at Avantax Advisory Services since 2002. John Monaco is a trusted advisor who can help you reach your financial goals. John Monaco is experienced in providing financial planning, portfolio management and other financial services. John Monaco is also experienced in providing accounting and bookkeeping services through John R. Monaco, CPA, PC. John Monaco is committed to providing his clients with the highest quality of service.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
08/09/2021 - Present
Avantax Advisory Services (Patterson NY)
BC
Issued 02/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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