Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn E. Pelletier is a financial advisor with LPL Financial LLC. John has been in the industry since 2002 and has a wide range of experience providing financial advice to individuals and businesses. John is registered to offer investment advisory services in Wisconsin and Texas. John has a strong track record of success in helping clients achieve their financial goals. John is also a registered principal with LPL Financial LLC. John's previous employers include BMO Harris Financial Advisors, Inc., M&I Financial Advisors, Inc, and Robert W. Baird & Co. Incorporated.
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
WI
03/24/2021 - Present
LPL Financial LLC (WEST ALLIS WI)
WI
08/01/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (WAUWATOSA WI)
WI
06/17/2004 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
WI
05/22/2001 - 11/21/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 08/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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