Unclaimed
John Robert Zurlo is a financial professional with over 30 years of experience in the industry. Currently, John Zurlo is registered with Samuel A. Ramirez & Company, Inc. in New York, NY. Previously, John Zurlo was employed by Cabrera Capital Markets, LLC, Lebenthal & Co., LLC, M. R. Beal & Company, Siebert, Brandford, Shank & Co., L.L.C., Loop Capital Markets L.L.C., Banc One Capital Markets, Inc., A. F. Best Securities, Inc., ABN AMRO Chicago Corporation, Oppenheimer & Co., Inc., Tucker Anthony Incorporated, Marine Midland Capital Markets Corp., R.D. White & Co., Inc. and Oppenheimer & Co., Inc.. John Zurlo holds FINRA Series 7, 52, 53, 63, and SIE licenses. John Zurlo is licensed to conduct business in New York.
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.
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.
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2
NY
05/10/2017 - Present
Samuel A. Ramirez & Company, Inc. (NEW YORK NY)
NY
06/23/2014 - 05/04/2017
CABRERA CAPITAL MARKETS, LLC (NEW YORK NY)
NY
01/13/2014 - 06/26/2014
LEBENTHAL & CO., LLC (NEW YORK NY)
NY
09/09/2013 - 01/03/2014
M. R. BEAL & COMPANY (NEW YORK NY)
NY
06/04/2004 - 04/23/2013
SIEBERT, BRANDFORD, SHANK & CO., L.L.C. (NEW YORK NY)
IL
05/14/2001 - 05/24/2004
LOOP CAPITAL MARKETS L.L.C. (CHICAGO IL)
OH
01/15/1998 - 01/19/1999
BANC ONE CAPITAL MARKETS, INC. (COLUMBUS OH)
FL
04/01/1997 - 01/13/1998
A. F. BEST SECURITIES, INC. (CORAL SPRINGS FL)
CT
09/19/1994 - 04/02/1997
ABN AMRO CHICAGO CORPORATION (STAMFORD CT)
NY
06/01/1993 - 08/17/1994
OPPENHEIMER & CO., INC. (NEW YORK NY)
MA
05/01/1992 - 03/01/1993
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NA
04/18/1991 - 08/28/1991
MARINE MIDLAND CAPITAL MARKETS CORP.
NY
11/28/1990 - 04/16/1991
R.D. WHITE & CO., INC. (NEW YORK NY)
NY
03/22/1983 - 10/02/1990
OPPENHEIMER & CO., INC. (NEW YORK NY)
BC
Issued 02/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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