Unclaimed
John Malicoat is a financial advisor with LPL Financial LLC. John has been working in the financial services industry since 2002 and has extensive experience in the industry. John is licensed in the state of Kansas and has a strong track record of providing investment advice to a wide range of clients, including individuals, families, and businesses. John is dedicated to helping clients achieve their financial goals and is committed to providing personalized service. John is currently working out of the Wichita, Kansas office.
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.
1
2
KS
10/02/2023 - Present
LPL Financial LLC (WICHITA KS)
KS
10/27/2022 - 10/05/2023
CETERA ADVISOR NETWORKS LLC (WICHITA KS)
KS
08/03/2022 - 09/26/2022
WOODBURY FINANCIAL SERVICES, INC. (EMPORIA KS)
KS
04/30/2002 - 04/03/2015
NYLIFE SECURITIES LLC (WICHITA KS)
BOTH
Issued 09/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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