Unclaimed
John Stanton Tagliaferri is a financial professional with over 35 years of experience in the industry. John currently works at Voya Investment Management Co. LLC in their New York City office. Previously, John worked at Advisors Asset Management, Inc. and Columbia Management Investment Distributors, Inc., among other firms. John's experience includes a wide range of services, including portfolio management for individuals, investment companies, pooled investment vehicles and businesses. John is licensed to provide investment advice 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.
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.
Strategic management for diversified investment portfolios.
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.
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
NY
03/03/2023 - Present
Voya Investment Management Co. LLC (NEW YORK NY)
CO
12/19/2016 - 03/07/2023
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
MA
05/01/2010 - 10/07/2016
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
09/13/2007 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
CA
04/18/1997 - 09/07/2007
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
RI
01/01/1996 - 02/04/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NJ
12/22/1987 - 11/06/1995
LORD, ABBETT & CO. (JERSEY CITY NJ)
BOTH
Issued 10/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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