Unclaimed
John Amick is a financial advisor who has been in the industry since 2002. John currently works for Commonwealth Financial Network and is registered in Nebraska. John is also the owner and president of Grassroots Financial, Inc., a private entity established to facilitate securities, advisory, and insurance business. John also owns and manages other business ventures including Grass Roots Properties of Nebraska, LLC, Amick Farms, and Grassroots Aviation, LLC. John has experience in various financial services, including portfolio management for individuals, businesses, and investment companies. John also provides financial planning and pension consulting services. John has a Series 6, Series 7, Series 63, and Series 65 licenses.
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.
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.
1
2
NE
12/17/2014 - Present
Commonwealth Financial Network (Norfolk NE)
SC
04/11/2003 - 05/27/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NE
01/09/2002 - 04/17/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
Issued 12/16/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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