Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Smith is a financial advisor with Northstar Investment Advisory LLC. John has a Series 7, Series 65 and Series 7TO and SIE licenses. John has a background in the financial industry and is a Certified Financial Planner. Northstar Investment Advisory LLC is a registered investment advisor. The firm provides financial planning and educational seminars. John's previous employment includes Northwestern Mutual Investment Services, LLC and LEARNVEST PLANNING 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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CA
09/15/2022 - Present
Northstar Investment Advisory LLC (WEST HOLLYWOOD CA)
WI
08/30/2018 - 12/31/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
IA
Issued 09/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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