Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Desantis is a financial advisor who has been in the industry since July 31, 2004. Currently, John is registered as a registered representative with Fifth Third Securities, Inc. Previously, John was employed with CETERA INVESTMENT SERVICES LLC and WELLS FARGO ADVISORS, LLC. John holds Series 6, 7, and 66 licenses and the SIE exam. John has offices in Naples and Marco Island, Florida. John’s specialties include asset allocation, portfolio management for individuals and businesses, retirement planning, college savings, and estate planning.
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.
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.
Sponsor wrap fee program
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.
1
2
FL
02/23/2016 - Present
Fifth Third Securities, Inc. (NAPLES FL)
FL
08/26/2015 - 02/01/2016
CETERA INVESTMENT SERVICES LLC (NAPLES FL)
FL
05/13/2010 - 08/24/2015
FIFTH THIRD SECURITIES, INC. (ESTERO FL)
FL
03/27/2007 - 03/30/2010
WELLS FARGO ADVISORS, LLC (BONITA SPRINGS FL)
MO
01/28/2003 - 11/21/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 4/8/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/4/2015
Series 7 - General Securities Representative Examination
BC
Issued 1/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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