Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnny? Claim Your ProfileJohnny Borrelli is an investment advisor representative with Realta Investment Advisors, Inc. based in Wilmington, Delaware. Johnny has been in the securities industry since August 7, 2017. Johnny is registered to provide investment advice in 21 states.
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.
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2
DE
12/01/2023 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
CA
10/30/2020 - 12/01/2023
CONCORDE INVESTMENT SERVICES, LLC (Roseville CA)
CA
10/11/2018 - 11/02/2020
NYLIFE SECURITIES LLC (WOODLAND HILLS CA)
CA
07/13/2017 - 09/14/2018
CENTAURUS FINANCIAL, INC. (CANOGA PARK CA)
BOTH
Issued 10/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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