Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Alan Parks is a financial advisor based in Dublin, Ohio. John has been in the financial industry since 1996. John is currently registered with Cu Investment Solutions LLC, and previously held positions at Westminster Financial Securities, Inc. and Irwin Union Securities. John is licensed in Indiana and Ohio. John holds Series 63, SIE, and Series 7 licenses. John provides non-discretionary investment advisory services to institutional clients.
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.
Non discretionary investment advisory for institutional clients
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.
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2
OH
12/03/2003 - Present
CU Investment Solutions LLC (Dublin OH)
OH
08/04/1998 - 09/02/2003
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
IN
07/26/1994 - 09/10/1996
IRWIN UNION SECURITIES (COLUMBUS IN)
BC
Issued 09/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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