Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Emil Limpert is a financial advisor with Brokers International Financial Services, LLC. John has been a registered representative since 1990 and has experience working with a variety of clients, including individuals, corporations, and charitable organizations. John's specialties include portfolio management, investment advisory services, insurance sales, and tax preparation. John is licensed in California and Texas and holds Series 6, 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
CA
03/22/2017 - Present
Brokers International Financial Services, LLC (Laguna Hills CA)
CA
09/27/2007 - 07/08/2019
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (LAGUNA HILLS CA)
CA
10/11/2006 - 10/02/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (LAGUNA HILLS CA)
CA
11/14/2005 - 10/16/2006
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (LAGUNA HILLS CA)
CA
02/21/2003 - 11/17/2005
FINANCE 500, INC. (IRVINE CA)
CA
06/29/2001 - 12/20/2002
INTREPID SECURITIES, INC. (TORRANCE CA)
IL
09/23/1998 - 12/31/2000
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
CA
10/28/1996 - 04/01/1998
SAN CLEMENTE SECURITIES, INC. (SAN CLEMENTE CA)
NY
10/13/1993 - 10/30/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
12/18/1990 - 10/27/1993
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
06/22/1990 - 10/31/1990
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 07/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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