John Amirante (CRD# 2700763) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Red Bank, NJ and has over 28 years of experience in the finance industry. John Amirante has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Red Bank, NJ | Mar 2017 - Current | 7 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Red Bank, NJ | Jan 2017 - Current | 7 |
Lincoln Financial Advisors | Rye Brook, NY | Sep 2014 - Jan 2017 | 2 |
Unemployed | Manalapan, NJ | Jul 2014 - Sep 2014 | < 1 |
Wells Fargo | Red Bank, NJ | May 2005 - Jun 2014 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1996 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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