John P. Estrella
Professional summary
John Paul Estrella, CFP®, who also goes by John P Estrella, John Estrella, is a registered financial advisor currently at ABLE FINANCIAL PLANNING located in West Brookfield, Massachusetts.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. John has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Paul Estrella's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2011
Experience
February 23, 2018 - Present
ABLE FINANCIAL PLANNING
Office #1: 1 East Main St Suite C, West Brookfield, MA 01585January 18, 2013 - March 25, 2016
PRUCO SECURITIES, LLC.
September 16, 2010 - March 25, 2016
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/23/2018)
Exams
Current Firm
ABLE FINANCIAL PLANNING
CRD#: 283753 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 300,000 |
Red Flags
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Company Information
ABLE FINANCIAL PLANNING
CRD#: 283753West Brookfield, MA 01585TRUST BUT VERIFY
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