Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Ursu is an investment advisor representative with Private Advisor Group, LLC. John has been in the industry since 2003. John has passed the Uniform Investment Adviser Law Examination and the Uniform Combined State Law Examination. John specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. John has worked with various firms throughout their career, including LPL Financial LLC and Fidelity Brokerage Services LLC. John is registered in Michigan as an investment advisor representative.
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.
Solicitation/referral
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.
Solicitor/referral fees
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2
NJ
01/02/2014 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
MI
12/16/2013 - 01/03/2022
LPL FINANCIAL LLC (BIRMINGHAM MI)
MI
07/09/2009 - 12/16/2013
FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM MI)
MI
12/13/2004 - 06/22/2009
NATCITY INVESTMENTS, INC. (NOVI MI)
IL
02/17/2004 - 11/02/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
04/04/2003 - 01/29/2004
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
IA
Issued 08/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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