Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Demertzis is a financial advisor registered with Avantax Advisory Services. John has been in the industry since 1996 and has held registrations with several other firms, including Chase Investment Services Corp., HSBC Securities (USA) Inc., UBS Financial Services Inc., and Dean Witter Reynolds Inc. John is licensed to provide financial advice and sell insurance products in several states including Florida, New York, Texas, and California.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
01/22/2025 - Present
Avantax Advisory Services (East Setauket NY)
NY
05/15/2009 - 10/29/2010
CHASE INVESTMENT SERVICES CORP. (SMITHTOWN NY)
NY
01/01/2005 - 05/22/2009
HSBC SECURITIES (USA) INC. (MELVILLE NY)
NY
12/15/2003 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NJ
01/12/2001 - 12/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/13/1998 - 01/19/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
09/18/1996 - 05/05/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
04/18/1996 - 08/28/1996
R.T.G. RICHARDS AND COMPANY, INC. (GARDEN CITY NY)
NA
02/29/1996 - 03/26/1996
SOVEREIGN EQUITY MANAGEMENT CORP.
FL
02/28/1996 - 03/26/1996
SOVEREIGN EQUITY MANAGEMENT CORP. (DEERFIELD BEACH FL)
BOTH
Issued 12/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 12/03/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 02/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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