Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Delvecchio is a financial professional with over 38 years of experience in the industry. John is currently registered with Commonwealth Financial Network and has been with the firm since June 15, 2010. Prior to that, John was registered with Independent Financial Group and Chris Securities Inc. John holds several professional licenses and designations, including Series 6, Series 7, Series 24, Series 63, Series 65, and the SIE. John is a Chartered Financial Consultant. John's areas of expertise include financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Commonwealth Financial Network is a registered investment advisor with a focus on providing financial planning and investment management services to individuals, families, 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
PA
06/15/2010 - Present
Commonwealth Financial Network (DOYLESTOWN PA)
PA
03/10/1988 - 11/01/1991
INDEPENDENT FINANCIAL GROUP (PHOENIXVILLE PA)
NA
01/27/1984 - 03/16/1988
CHRIS SECURITIES INC.
IA
Issued 05/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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