Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Brendan Dobbertin is a financial advisor in Liverpool, New York with over 24 years of experience. John Brendan Dobbertin is currently registered with IBN Financial Services, Inc. and has a Series 6, 7, 63, 65 and 24 license. In the past, John Brendan Dobbertin was employed by AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC., LPL FINANCIAL CORPORATION, and LINCOLN FINANCIAL ADVISORS CORPORATION. John Brendan Dobbertin provides financial planning, selection of other advisors, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
NY
05/21/2024 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
NY
09/04/2009 - 11/01/2022
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (FAYETTEVILLE NY)
NY
07/02/2007 - 07/30/2009
LPL FINANCIAL CORPORATION (FAYETTEVILLE NY)
NY
07/30/1999 - 07/05/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (SYRACUSE NY)
IN
03/07/2002 - 05/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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