John Sessa (CRD# 7861126) is an Investment Advisor Representative working at Financial Trust Asset Management Chartered in Boca Raton, FL and has 1 year of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Trust Asset Management Chartered | Boca Raton, FL | Jul 2022 - Current | 1 |
| Marcus & Millichap | Fort Lauderdale, FL | Feb 2022 - Apr 2022 | < 1 |
| Unemployed | Fort Lauderdale, FL | Aug 2021 - Jan 2022 | < 1 |
| Coincentral.com | Fort Lauderdale, FL | Jan 2018 - Jul 2021 | 3 |
| Unemployed | Davie, FL | Jun 2017 - Dec 2017 | < 1 |
| University Of Miami | Coral Gables, FL | Aug 2015 - May 2017 | 1 |
| Smokey Bones | Aventura, FL | Jun 2016 - Aug 2016 | < 1 |
| Unemployed | Davie, FL | Jan 2015 - Jul 2015 | < 1 |
| University Of Florida | Gainesville, FL | Aug 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- FL
- LA
- NY
- NC
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts312ACCOUNTS
-
Average Account Value$281,654
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, LA, NC, NY
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