Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Trezza is a financial professional with over 30 years of experience in the financial services industry. John has a strong background in investments and financial planning. John is currently a registered representative of Cuso Financial Services, LP. Previously, John was affiliated with a number of other firms including Infinex Investments, Inc., CCO Investment Services Corp., Quick & Reilly, Inc., Dreyfus Investment Services Corporation, Dreyfus Financial Services Corporation, Essex National Securities, Inc., SEI Financial Services Company, John Hancock Mutual Life Insurance Company, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, John Hancock Distributors, Inc., Philips, Appel & Walden, Inc., and First Jersey Securities, Inc. John holds the Series 7, Series 63, and Series 65 licenses.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
12/22/2023 - Present
Cuso Financial Services, LP (PHILADELPHIA PA)
NJ
07/02/2007 - 05/17/2010
INFINEX INVESTMENTS, INC. (LAWRENCEVILLE NJ)
NJ
08/09/2004 - 06/29/2007
CCO INVESTMENT SERVICES CORP. (VOORHEES NJ)
NY
04/25/2001 - 08/06/2004
QUICK & REILLY, INC. (NEW YORK NY)
PA
07/06/1994 - 04/17/2001
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
NY
04/25/1997 - 12/31/2000
DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)
CA
04/29/1994 - 07/06/1994
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
PA
07/16/1993 - 05/03/1994
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
MA
06/24/1989 - 03/03/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IN
08/03/1992 - 07/02/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/03/1992 - 07/02/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
06/24/1989 - 04/21/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
NA
01/15/1986 - 02/05/1988
PHILIPS, APPEL & WALDEN, INC.
NA
06/18/1985 - 01/22/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 10/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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