Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Boeckel is an investment advisor representative with Grove Point Advisors, LLC. John has been in the securities industry since 1994. John is registered with the state of New Jersey and has a Series 6, Series 7, and Series 63 license. John also has a Series 65 license and is registered as an investment advisor representative in New Jersey. John provides financial planning services, portfolio management for individuals and businesses, and pension consulting services. John is also affiliated with Grove Point Investments LLC.
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.
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.
1
2
MD
10/18/2022 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
NJ
02/14/2018 - 10/26/2022
LPL FINANCIAL LLC (TOWACO NJ)
NJ
12/17/2004 - 02/14/2018
SII INVESTMENTS, INC. (TOWACO NJ)
CA
08/01/2003 - 01/11/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
03/12/1997 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
VT
09/17/1996 - 03/11/1997
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
10/25/1996 - 11/15/1996
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
VT
10/07/1994 - 08/29/1996
EQUITY SERVICES, INC. (MONTPELIER VT)
IN
07/12/1994 - 09/14/1994
MDS SECURITIES INCORPORATED (CARMEL IN)
IA
Issued 02/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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