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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Christian Feste is an investment advisor representative with Marks Group Wealth Management, Inc., located in Minnetonka, Minnesota. John has been in the industry for over 23 years, and has worked for several prominent financial firms, including LPL FINANCIAL LLC and UBS Financial Services Inc. John holds the Series 7, Series 63, and Series 66 licenses. John specializes in providing financial planning, portfolio management services, and investment advisory services for high-net-worth individuals, families, and charitable organizations.
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.
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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MN
01/16/2014 - Present
Marks Group Wealth Management, Inc. (MINNETONKA MN)
MN
11/07/2008 - 12/31/2021
LPL FINANCIAL LLC (MINNETONKA MN)
MN
01/10/2003 - 11/17/2008
UBS FINANCIAL SERVICES INC. (WAYZATA MN)
NY
02/09/2000 - 01/24/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MN
08/30/1999 - 02/10/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/30/1999 - 02/10/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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