Unclaimed
John Camiolo is a financial advisor with over 29 years of experience in the financial services industry. John is currently registered with Commonwealth Financial Network and has held previous roles at American Capital Partners, LLC, Steelpoint Securities, LLC, MML Investors Services, LLC, AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, Integrated Resources Equity Corporation and The Dreyfus Service Corporation. John holds Series 6, 7, 63 and 65 securities licenses and is also registered with the state of New York as an investment advisor representative. John specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions.
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.
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.
1
2
NY
03/31/2021 - Present
Commonwealth Financial Network (Point Lookout NY)
NY
01/06/2016 - 12/01/2020
AMERICAN CAPITAL PARTNERS, LLC (HAUPPAUGE NY)
NY
09/24/2012 - 01/22/2016
STEELPOINT SECURITIES, LLC (GREAT NECK NY)
NY
07/18/2011 - 10/04/2012
MML INVESTORS SERVICES, LLC (POINT LOOKOUT NY)
NY
07/19/1989 - 09/20/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/19/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
01/11/1988 - 07/11/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/26/1987 - 01/01/1988
THE DREYFUS SERVICE CORPORATION
IA
Issued 03/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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