Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Zandstra is a financial advisor with Ameriprise Financial Services, LLC. John has a long history in the financial services industry. John has been registered with the Securities and Exchange Commission (SEC) since August 2017 and has a Series 63 and 65 license. John's previous experience includes a role with J.P. Morgan Securities LLC. John is licensed in several states, including Indiana, Illinois, Colorado, Florida, Michigan, Ohio, Pennsylvania, Utah, and Wisconsin. John provides services like financial planning, asset allocation, portfolio management, and educational seminars.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
IN
08/18/2020 - Present
Ameriprise Financial Services, LLC (Merrillville IN)
IL
08/14/2017 - 03/08/2019
J.P. MORGAN SECURITIES LLC (LANSING IL)
IA
Issued 08/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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