John D. Polemis
Investment Advisory Representative at Pacific Advisors- Claim this Profile
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Bio
Credentials
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Series 66, Series 7, S.I E. and Life and Health License
FINRA
Experience
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Pacific Advisors
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United States
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Financial Services
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100 - 200 Employee
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Investment Advisory Representative
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Apr 2022 - Present
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N Indian Hill Blvd, Claremont CA, 91711, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0D03100. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Show less
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Pacific Advisors, LLC
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United States
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Business Consulting and Services
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Insurance Broker
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Nov 2020 - Present
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ALLEGIS
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France
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Financial Services
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1 - 100 Employee
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Insurance Broker
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Apr 2018 - Nov 2020
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Waddel and Reed
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United States
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Investment Management
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Wealth Manager
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Jan 2017 - Jan 2018
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JDP Capital
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United States
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Investment Management
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Investment Advisor
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Apr 2009 - Dec 2016
Asset Management Asset Management
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New York Life Insurance Company
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United States
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Financial Services
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700 & Above Employee
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Financial Services Representative
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Aug 2000 - Aug 2010
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Agent/ Registered Rep
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Aug 2000 - Aug 2010
Cultivate a book of Business in Life, Health and Long Term Care Insurance. Also in Retirement Planning, College Planning and Investments Cultivate a book of Business in Life, Health and Long Term Care Insurance. Also in Retirement Planning, College Planning and Investments
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Agent / Registered Rep.
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Aug 2000 - 2010
Develop client acquisition strategies and build my book of business in Insurance, Life , Health, Disability, and Long Term Care. As well as asset management through NyLife Securities, LLC . Retirement and college planning Develop client acquisition strategies and build my book of business in Insurance, Life , Health, Disability, and Long Term Care. As well as asset management through NyLife Securities, LLC . Retirement and college planning
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