John Spatola (CRD# 5284289) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Holmdel, NJ and has over 17 years of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance | Holmdel, NJ | Sep 2020 - Current | 3 |
| Santander Bank, Na | Boston, MA | Mar 2018 - Sep 2020 | 2 |
| Santander Securities, LLC | Dorchester, MA | Mar 2018 - Sep 2020 | 2 |
| Weyerbacher Brewing | Easton, PA | Dec 2016 - Mar 2018 | 1 |
| Industrial Coverage | New York, NY | Mar 2016 - Mar 2018 | 2 |
| Crump Insurance | New York, NY | Mar 2016 - Mar 2018 | 2 |
| Raymond James Financial Services Advisors Inc. | New York, NY | Aug 2015 - Mar 2018 | 2 |
| Raymond James Financial Services,inc | New York, NY | Jul 2015 - Mar 2018 | 2 |
| United Nations Federal Credit Union | New York, NY | Jul 2015 - Mar 2018 | 2 |
| J.p. Morgan Securities LLC | New York, NY | Oct 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- NJ
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
-
Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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