Unclaimed
John Vincent Dilorenzo is a financial advisor with over 30 years of experience in the financial services industry. John is registered with Oneamerica Securities, Inc. and has been with the firm since May 2015. Previously, John worked at PRUCO Securities, LLC. for over 30 years. John holds the Series 6, 7, and 66 licenses, as well as the SIE exam. John specializes in providing financial planning, portfolio management, and other services to individuals and businesses.
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
CT
05/18/2015 - Present
Oneamerica Securities, Inc. (SOUTH WINDSOR CT)
CT
12/09/1982 - 06/10/2013
PRUCO SECURITIES, LLC. (SUFFIELD CT)
BOTH
Issued 07/11/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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