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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 Edward Burg is an investment advisor representative with Ameriprise Financial Services, LLC. John has been in the financial services industry for over 35 years and has a wide range of experience in providing financial planning and investment management services. John's prior employment experience includes positions with Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., Morgan Stanley DW Inc., Royal Alliance Associates, Inc., Titan/Value Equities Group, Inc., and Diversified Securities, Incorporated. John holds a variety of licenses and registrations including Series 7, Series 24, Series 63, and Series 65. John is also registered to provide investment advisory services in a number of states. Ameriprise Financial Services, LLC is a large financial services company that offers a wide range of products and services, including investment management, financial planning, insurance, and banking. The firm is committed to providing its clients with high-quality financial advice and services.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
07/20/2018 - Present
Ameriprise Financial Services, LLC (Temecula CA)
CA
10/27/2008 - 07/25/2018
WELLS FARGO CLEARING SERVICES, LLC (TEMECULA CA)
CA
08/20/2004 - 11/12/2008
CITIGROUP GLOBAL MARKETS INC. (TEMECULA CA)
NY
05/14/1999 - 08/25/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
AZ
12/11/1995 - 05/04/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
06/27/1990 - 12/14/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
03/19/1986 - 07/03/1990
DIVERSIFIED SECURITIES, INCORPORATED (SEAL BEACH CA)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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