Serving Brewster, Chatham, Harwich, Hyannis, Nantucket and Yarmouth
John possesses significant wealth management experience. He is registered in investments and licensed in annuities, as well as life and long term care (LTC) insurance. He has been in the financial services industry for over twenty-eight years helping clients achieve their financial goals.
John holds a Bachelor’s of Science degree in Economics from Northeastern University. He is an active member in the community and currently serves on the Harwich Chamber of Commerce Board of Directors.
Whether you’re changing jobs, planning for retirement, a college education or to leave a legacy behind, it makes sense to speak with John first.
Qualifications
- Series 7: General Securities Representative
- Series 63: Uniform Securities Agent
- Series 65: Registered Investment Advisor Representative
- Annuities, Life and Long Term Care Insurance
Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Cape Cod 5 Investment Services is a trade name of the bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
| • NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE • |
