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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Rovetto is a financial advisor in New Orleans, Louisiana. John is a registered representative of Newedge Advisors, LLC. John has been in the industry for 20 years. John holds the Series 7, Series 10, Series 9, and Series 66 licenses. John has also been a registered investment advisor representative (IAR) since 2016. He specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. John is associated with Newedge Advisors, LLC, which is a registered investment advisor that manages over $10 billion in assets. Newedge Advisors, LLC provides a wide range of investment advisory services to a diverse client base, including individuals, 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.
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
LA
12/10/2018 - Present
Newedge Advisors (New Orleans LA)
LA
11/02/2010 - 11/02/2016
J.P. MORGAN SECURITIES LLC (NEW ORLEANS LA)
NY
01/11/2006 - 11/03/2010
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
05/25/2004 - 01/10/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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