Unclaimed
John Gurski is a financial advisor with over 27 years of experience in the industry. John is currently registered with LPL Financial LLC and is a Certified Financial Planner. John has worked at LPL Financial LLC since July 2004. John has also previously worked at McDonald Investments Inc., J.P. Morgan Securities Inc., and Scudder Investor Services, Inc. John is registered with the following states: Colorado, Connecticut, Florida, Maine, Massachusetts, New Hampshire, Oregon, Texas, and Vermont. John specializes in financial planning, portfolio management, and other non-discretionary advisory 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.
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
ME
01/31/2022 - Present
LPL Financial LLC (KENNEBUNK ME)
OH
12/03/2001 - 12/02/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
04/18/2000 - 08/23/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/02/1999 - 04/17/2000
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
06/01/1999 - 11/02/1999
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
06/01/1993 - 06/01/1999
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
IA
Issued 02/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Gurski is the right advisor for you? Invested Better is here to help.