Unclaimed
John Salvatore Cosentini is a financial advisor who has been in the industry since August 2014. John is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and holds the following licenses: Series 7, Series 6, Series 63, Series 66 and SIE. Previously, John has been associated with R.D. White & Co., Inc., Josephthal & Co., Inc., Biltmore Securities, Inc, William Scott & Co. L.L.C., and ADP Broker-Dealer, Inc. John has a total of 13 approved state registrations and 2 approved IA state registrations. John specializes in providing financial advice and portfolio management services to individuals, businesses, corporations, pension and profit sharing plans, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
06/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FLORHAM PARK NJ)
NJ
05/04/2016 - 08/30/2022
ADP BROKER-DEALER, INC. (FLORHAM PARK NJ)
NY
10/21/1998 - 07/10/2000
R.D. WHITE & CO., INC. (NEW YORK NY)
NY
08/12/1997 - 11/18/1997
JOSEPHTHAL & CO., INC. (NEW YORK NY)
FL
06/19/1997 - 07/28/1997
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
NJ
02/18/1997 - 04/17/1997
WILLIAM SCOTT & CO. L.L.C. (UNION NJ)
BOTH
Issued 05/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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