John Quello
John Quello is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sioux Falls, SD, with 46 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
101 North Main Avenue, Suite 201, Sioux Falls, SD, 57104
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2011Customer Dispute
March 1999Other Business Activities
John works as an associate/employee at Loft Advisors, dedicating about half of his time to financial advising. He also serves as Board President for the Sheldon Reese Foundation, spending minimal time overseeing charitable donation applications.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
RBC Dain Rauscher INC.Broker
RBC Dain Rauscher INC.
Dain Rauscher IncorporatedBroker
Painewebber IncorporatedBroker
Blc Equity Services CorporationBroker
Piper, Jaffray & Hopwood IncorporatedBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.