Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Pivirotto is a financial advisor with LPL Financial LLC in San Diego, California. John has been in the financial services industry since 1988. He has a broad range of experience, having worked with various firms including Lincoln Financial Securities Corporation and Mutual Service Corporation. John holds Series 6, 63, and 65 licenses, as well as the SIE exam. He is a registered representative in California, Oregon, Texas and Washington. John provides a variety of services to clients, including financial planning, investment management, consulting and other non-discretionary advisory services.
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
CA
05/16/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
03/13/2002 - 05/16/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (Burlingame CA)
MA
03/31/1999 - 03/18/2002
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
10/03/1991 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
08/25/1989 - 12/21/1989
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
NA
07/18/1988 - 08/25/1989
PFG SECURITIES, INC.
NA
03/25/1986 - 12/03/1988
WASHINGTON NATIONAL EQUITY COMPANY
IA
Issued 09/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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