Unclaimed
John Bantug is a financial advisor with over 15 years of experience in the industry. John is currently registered with LPL Financial LLC and has been with them since July 2016. Prior to LPL Financial LLC, John worked for J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. John holds Series 6, 7, 63, and 66 securities licenses. John Bantug is committed to providing personalized financial advice to individuals, families, and businesses. John's clients benefit from his expertise in areas such as retirement planning, investment management, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
05/05/2021 - Present
LPL Financial LLC (BLOOMINGDALE IL)
IL
10/01/2012 - 07/14/2016
J.P. MORGAN SECURITIES LLC (SCHAUMBURG IL)
IL
10/22/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BARTLETT IL)
BOTH
Issued 01/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Bantug is the right advisor for you? Invested Better is here to help.