Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bartholemew Lippert is a registered representative with LPL Financial LLC. John has over 24 years of experience in the financial services industry. John holds a Series 6 and a Series 63 license and is registered in Colorado, Missouri, and Ohio. John is also a registered Investment Advisor Representative (IAR) in Missouri. In addition to working as a financial advisor, John is also employed by the City of St. Clair, MO in a non-investment related position.
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.
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2
MO
12/12/2023 - Present
LPL Financial LLC (WASHINGTON MO)
MO
10/13/1999 - 12/13/2023
MONEY CONCEPTS CAPITAL CORP (Washington MO)
MA
02/09/1999 - 10/18/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/09/1999 - 10/18/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 02/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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