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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 Widen is a financial advisor with over 24 years of experience in the industry. John is currently registered with LPL Financial LLC in Glastonbury, CT. Prior to joining LPL Financial, John worked at CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC, PERSHING ADVISOR SOLUTIONS LLC, RBC CAPITAL MARKETS, LLC, J.P. MORGAN SECURITIES INC., J.P. MORGAN CLEARING CORP., FIDELITY BROKERAGE SERVICES LLC, FIRST UNION SECURITIES, INC., INTERSECURITIES, INC., and COMMONWEALTH EQUITY SERVICES, INC. John holds a Series 7, Series 24, Series 52TO, Series 53, and Series 63 license and a Series 65 license. John is a seasoned professional with extensive experience in providing financial advice and investment management.
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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CT
08/13/2024 - Present
LPL Financial LLC (GLASTONBURY CT)
NY
03/06/2014 - 05/22/2023
CHARLES SCHWAB & CO., INC. (New York City NY)
MA
06/12/2013 - 02/18/2014
LPL FINANCIAL LLC (BRAINTREE MA)
NJ
04/29/2011 - 11/20/2012
PERSHING ADVISOR SOLUTIONS LLC (JERSEY CITY NJ)
NY
06/08/2010 - 04/07/2011
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
06/13/2007 - 06/08/2010
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/13/2007 - 12/31/2008
J.P. MORGAN CLEARING CORP. (NEW YORK NY)
NY
10/10/2000 - 05/11/2007
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
MO
07/06/2000 - 09/21/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
FL
04/27/1998 - 07/05/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
05/20/1997 - 12/31/1997
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
IA
Issued 09/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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