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John M Vezzetti

BERNARDI SECURITIES
Peru, IL
·CRD# 5736210·16 years experience

Professional Summary

John M Vezzetti is a registered financial advisor currently at BERNARDI SECURITIES, INC. located in Peru, Illinois. John is registered as a RR (Registered Representative) and started their career in finance in 2010. John has worked at 1 firm and has passed the Series 63, SIE and Series 52 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

16 years in the financial services industry

Current & Past Employments

BERNARDI SECURITIES, INC.·CRD# 15834
BD
1718 Peoria Street Suite C, Peru, IL 61354
January 18, 2010 - Present

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Current Firm

BS
BERNARDI SECURITIES, INC.

BERNARDI SECURITIES, INC.

CRD#: 15834 / SEC#: 8-32815
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

423 Central Avenue, Northfield, IL 60093

Mailing Address

423 Central Avenue, Northfield, IL 60093

Phone Number

(312) 726-7324

Established

Illinois since 09/27/1984

Firm Type

Corporation

Fiscal Year End

September

Firm Size

Small

FINRA licenses (45 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BERNARDI, RONALD PIACENTINIPRESIDENT & CEO & CCO726070
BERNARDI, MATTHEW PVICE PRESIDENT5545410
BERNARDI, THOMAS PVICE PRESIDENT & SECRETARY6419579
LANDIS, MICHELLE BERNARDISHAREHOLDER1328867
BIONDI, ROBERTVICE PRESIDENT716281
EVENSKY, LISA MFINANCIAL OPERATIONS PRINCIPAL6373192
IRISH, JEFFREY DAVIDVICE PRESIDENT2228055
VAIL, ROBERT PATRICKSENIOR VICE PRESIDENT3086104
VEZZETTI, JOHN MVICE PRESIDENT5736210

Disclosures

Regulatory Event

3

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Illinois
(4/27/2010)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2010About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 52 — Municipal Securities Representative Examination

Passed Jan 2010About the Series 52 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view John M Vezzetti's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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