Unclaimed
John Taveira is a financial advisor with J.P. Morgan Securities LLC. John has been in the financial industry since January 2009 and has a combined Series 66 and Series 7 license. John has previously worked for PNC Investments, ING Financial Partners, Inc., Mutual of America Life Insurance Company, Mutual of America Securities Corporation and Money Concepts Capital Corp. John is registered in Connecticut, Florida, New Jersey, New York and Texas.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
01/10/2025 - Present
J.p. Morgan Securities LLC (DELRAY BEACH FL)
FL
03/04/2013 - 11/01/2018
PNC INVESTMENTS (Weston FL)
FL
05/21/2012 - 03/05/2013
ING FINANCIAL PARTNERS, INC. (BOCA RATON FL)
FL
02/03/2012 - 03/23/2012
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (WEST PALM BEACH FL)
FL
02/03/2012 - 03/23/2012
MUTUAL OF AMERICA SECURITIES CORPORATION (WEST PALM BEACH FL)
FL
08/04/2008 - 01/09/2012
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BOTH
Issued 03/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure John Taveira is the right advisor for you? Invested Better is here to help.