Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Marek is a financial advisor currently registered with LPL Financial LLC. John has been in the financial services industry since August 6, 2011. John has worked with several firms in the past, including CUNA Brokerage Services, Inc., Cetera Advisor Networks LLC, MML Investors Services, LLC, Waddell & Reed, Inc., Thornburg Securities Corporation, TD Waterhouse Investor Services, Inc., and Morgan Stanley DW Inc. John is licensed in 23 states and has a Series 7, Series 66 and SIE. John offers a wide range of financial services, including investment management, financial planning, and consulting.
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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2
NM
11/09/2022 - Present
LPL Financial LLC (ALBUQUERQUE NM)
NM
07/31/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (ALBUQUERQUE NM)
NM
07/01/2015 - 07/17/2018
CETERA ADVISOR NETWORKS LLC (ALBUQUERQUE NM)
NM
04/03/2015 - 06/04/2015
MML INVESTORS SERVICES, LLC (ALBUQUERQUE NM)
NM
02/18/2009 - 06/09/2009
WADDELL & REED, INC. (ALBUQUERQUE NM)
NM
01/22/2007 - 10/06/2008
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
NE
01/26/2005 - 12/19/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
02/09/2004 - 12/14/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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