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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 Rosario Benfanti is a registered investment advisor representative with Stonex Advisors Inc. John has been in the financial services industry since September 1, 1989. John has a broad range of experience, including working with high net worth individuals, corporations, and charitable organizations. John is also a licensed insurance agent and manages rental income properties. John holds a Series 7, 24, 63, 65 and 66 license and is registered to conduct business in California and Nevada.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
AL
06/29/2022 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
CA
01/03/2013 - 12/23/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
12/01/2006 - 11/08/2012
QUESTAR CAPITAL CORPORATION (LOS ALAMITOS CA)
CA
05/10/2004 - 12/01/2006
USALLIANZ SECURITIES, INC. (LOS ALAMITOS CA)
FL
08/21/2002 - 12/03/2003
1ST DISCOUNT BROKERAGE, INC. (LAKE WORTH FL)
CA
12/05/1991 - 08/21/2002
ACUMENT SECURITIES, INC. (SAN FRANCISCO CA)
MN
02/23/1988 - 12/25/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 06/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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