Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bradley Overson is a financial advisor with over 30 years of experience in the financial services industry. John is registered with LPL Financial LLC and is currently licensed in 26 states. Previously, John was registered with SII INVESTMENTS, INC. and OFFERMAN & COMPANY. John holds the Series 63, Series 66, Series 7, and SIE licenses and provides a variety of financial services, including financial planning, portfolio management, and consulting. John is dedicated to helping clients achieve their financial goals.
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
MN
03/04/2020 - Present
LPL Financial LLC (PLYMOUTH MN)
MN
12/06/1996 - 02/14/2018
SII INVESTMENTS, INC. (PLYMOUTH MN)
MN
12/19/1984 - 12/06/1996
OFFERMAN & COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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