Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Steven Damiano is a financial advisor with over 23 years of experience in the industry. John currently works with LPL Financial LLC and Fourth Dimension Wealth, LLC. John is registered with the Securities and Exchange Commission (SEC) and is also licensed as a registered representative in 16 states. John holds the Series 7, 31, 63, and 65 licenses, as well as the SIE. John is able to provide a variety of financial services to individuals, businesses, and organizations, including financial planning, portfolio management, and investment advisory services. John is also a member of the Financial Industry Regulatory Authority (FINRA) and has a clean regulatory record.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
02/25/2020 - Present
LPL Financial LLC (MIDDLEBURG HEIGHTS OH)
OH
08/25/2006 - 01/03/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BROADVIEW HEIGHTS OH)
OH
01/08/1998 - 08/29/2006
MORGAN STANLEY DW INC. (WESTLAKE OH)
BC
Issued 02/02/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 01/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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