Unclaimed
John Billetdeaux is a financial advisor with LPL Financial LLC. John has been in the financial services industry for over 10 years. John is registered with the state of Pennsylvania as an Investment Advisor Representative. John is also registered with FINRA as a Registered Representative. John holds Series 66, Series 7, and SIE licenses. John has experience working with high-net-worth individuals, corporations, and other businesses. John provides financial planning, portfolio management, and other advisory services.
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
PA
01/25/2017 - Present
LPL Financial LLC (JOHNSTOWN PA)
NA
05/10/2006 - 01/02/2009
THE TIBERIUS QUALIFIED MASTER FUND LTD. (GEORGE TOWN, GRAND CAYMAN )
PA
06/01/2004 - 06/21/2007
THREE RIVERS PARTNERS LLC (PITTSBURGH PA)
BOTH
Issued 01/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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