Unclaimed
John Depaola is a financial professional with over 10 years of experience in the industry. John is currently registered with MML Investors Services, LLC and has been with the firm since 2022. Prior to that, John worked at Park Avenue Securities LLC. John has a broad range of experience providing financial planning, portfolio management, and other investment services to a variety of clients. John is a Certified Financial Planner and a Chartered Financial Consultant. John also holds the Series 66, Series 7 and SIE 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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
07/29/2022 - Present
MML Investors Services, LLC (Iselin NJ)
NJ
03/27/2018 - 08/01/2022
PARK AVENUE SECURITIES LLC (CRANFORD NJ)
BOTH
Issued 05/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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