Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn C. Llodra is an investment advisor representative with New Harbor Financial Group, LLC based in Worcester, MA. John has been in the financial industry since 2003, and is registered with the state of Massachusetts and Texas. John specializes in portfolio management for individuals and businesses and financial planning. John also holds the Certified Financial Planner designation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
02/10/2011 - Present
NEW Harbor Financial Group, LLC (WORCESTER MA)
MA
01/14/2005 - 12/31/2010
COMMONWEALTH FINANCIAL NETWORK (LEOMINSTER MA)
NJ
09/09/2003 - 02/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 09/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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