Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edward Pesh is a financial advisor with LPL Financial LLC, a firm based in Fort Mill, South Carolina. John has been in the industry since 2000 and has been registered in the state of Wisconsin since 2022. John has a strong background in the financial services industry, having previously worked with CUNA BROKERAGE SERVICES, INC. and PROEQUITIES, INC. John is committed to providing clients with personalized financial advice and investment strategies that meet their individual needs. John also holds Series 7, 63 and 66 licenses.
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
WI
05/18/2022 - Present
LPL Financial LLC (Madison WI)
WI
04/19/2013 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Madison WI)
MN
07/07/2006 - 03/14/2013
PROEQUITIES, INC. (MINNEAPOLIS MN)
MN
04/25/2003 - 08/04/2006
PRINCOR FINANCIAL SERVICES CORPORATION (MINNETONKA MN)
NY
12/30/2000 - 04/25/2001
MARSH INSURANCE & INVESTMENTS CORPORATION (NEW YORK NY)
NY
09/11/2000 - 12/30/2000
MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 06/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Pesh is the right advisor for you? Invested Better is here to help.
