Unclaimed
John Elliot McCune is a financial advisor with over 25 years of experience in the industry. John is registered with LPL Financial LLC and Gulfstream Financial Group LLC. John has a wide range of experience and expertise in the financial services industry. John is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, Series 24, and Series 63 licenses. John provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses.
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
NH
07/22/2005 - Present
LPL Financial LLC (PORTSMOUTH NH)
MN
05/20/1997 - 07/22/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/20/1997 - 07/22/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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