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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 Donald Gosztyla is a financial advisor with over 15 years of experience in the industry. John currently works with Independent Financial Partners, a firm that offers financial planning, portfolio management, and non-discretionary investment advice. John has a strong track record of success in helping individuals and families achieve their financial goals. John is a Certified Financial Planner and holds a variety of licenses and certifications, including the Series 6, 7, 63, and 65. John is also a Registered Representative and Investment Advisor Representative. John is committed to providing his clients with personalized service and sound financial advice.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
07/15/2022 - Present
Independent Financial Partners (Jacksonville Beach FL)
FL
04/28/2017 - 07/15/2019
LPL FINANCIAL LLC (JACKSONVILLE BEACH FL)
FL
02/22/2008 - 05/05/2017
FIRST COMMAND FINANCIAL PLANNING, INC. (JACKSONVILLE BEACH FL)
BC
Issued 08/23/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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