Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Pira is a financial advisor with over 27 years of experience in the financial services industry. John is registered with Raymond James Financial Services Advisors, Inc., and holds Series 7, 24, 31 and 63 securities licenses, as well as a Series 65 investment advisor license. John has held previous roles with Primevest Financial Services, Inc., BISYS Brokerage Services, Inc., WM Financial Services, Inc., Griffin Financial Services, FIMCO Securities Group, Inc. and Dean Witter Reynolds Inc. John specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, businesses, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
08/31/2023 - Present
Raymond James Financial Services Advisors, Inc. (MONTEREY CA)
CA
05/10/2000 - 06/05/2009
PRIMEVEST FINANCIAL SERVICES, INC. (MONTEREY CA)
MN
06/29/1999 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
CA
01/01/1999 - 06/14/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
03/03/1998 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
WI
07/03/1996 - 03/07/1998
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
NY
10/13/1995 - 06/14/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 10/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Pira is the right advisor for you? Invested Better is here to help.
