Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Trecaso is a financial advisor who has been working in the financial services industry since 1988. John has a Series 7 and a Series 63 license. John is registered with Ameriprise Financial Services, LLC and has been working with them since December of 2012. John has worked at multiple firms in the past including Wells Fargo Advisors Financial Network, LLC, Wachovia Securities, LLC, Paine Webber Incorporated, and J. T. Moran & Co., Inc. John is also registered to provide investment advice in Ohio and other states including Alabama, Arizona, California, Florida, Georgia, Minnesota, Missouri, New York, Pennsylvania, South Carolina, and Virginia.
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.
Asset allocation 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
OH
12/06/2012 - Present
Ameriprise Financial Services, LLC (AKRON OH)
OH
03/20/2009 - 12/11/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (AKRON OH)
OH
09/20/1994 - 03/20/2009
WACHOVIA SECURITIES, LLC (AKRON OH)
NJ
01/09/1990 - 08/16/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
07/20/1988 - 01/17/1990
J. T. MORAN & CO., INC.
BC
Issued 09/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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