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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 Zamboanga is a financial advisor with over 20 years of experience in the industry. John is currently registered with Infinity Financial Services Advisory in Pleasanton, CA and Oakland, CA. John holds a Series 65, 63, 7, 31, 9 and 10 licenses, and specializes in financial planning, pension consulting and educational seminars. John also provides portfolio management for individuals and businesses. John has a strong understanding of the financial markets and a proven track record of success.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
12/11/2024 - Present
Infinity Financial Services Advisory (Pleasanton CA)
CA
02/27/2020 - 01/02/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (San Jose CA)
CA
10/10/2018 - 10/16/2019
TRIAD ADVISORS LLC (Pleasanton CA)
CA
10/06/2016 - 03/08/2018
SCOTTRADE, INC. (CASTRO VALLEY CA)
CA
10/09/2012 - 10/03/2016
TD AMERITRADE, INC. (WALNUT CREEK CA)
CA
01/06/2011 - 09/26/2012
AVISEN SECURITIES, INC. (SACRAMENTO CA)
CA
12/12/2008 - 12/31/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (SACRAMENTO CA)
CA
08/26/2005 - 11/21/2008
WELLS FARGO INVESTMENTS, LLC (ROSEVILLE CA)
NY
03/21/2003 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
01/05/2001 - 04/02/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MI
01/16/1995 - 01/12/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 12/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/29/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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