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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 Santini is a financial advisor at Ethos Financial Group, LLC. John has been working in the financial industry since March 30, 2013. John is a registered representative with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). John also holds licenses in several states. John has experience in financial planning, portfolio management, and investment advisory services. John works with individuals, families, businesses, and charitable organizations. John has a proven track record of success in helping clients achieve their financial goals.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
09/19/2022 - Present
Ethos Financial Group, LLC (KING OF PRUSSIA PA)
CT
09/20/2019 - 09/06/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
NY
03/25/2017 - 10/01/2019
MML INVESTORS SERVICES, LLC (ELMSFORD NY)
NY
03/19/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)
BOTH
Issued 07/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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