Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bruce Trahern is a financial advisor with LPL Financial LLC. John has been in the financial industry since 1991. John has worked with Salomon Smith Barney Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. John holds licenses in the states of Arizona, California, Colorado, Illinois, Louisiana, Massachusetts, Montana, Nevada, Oklahoma, Oregon, Pennsylvania, Texas, Utah, and Washington. John is also a registered representative for the state of Texas. John's specializations include financial planning, portfolio management for businesses, and portfolio management for individuals. John is currently registered with LPL Financial LLC.
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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AZ
02/11/2000 - Present
LPL Financial LLC (PRESCOTT AZ)
NY
01/23/1996 - 02/22/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
02/08/1991 - 01/22/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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