Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Meinert is a financial advisor with LPL Financial LLC. John has been in the financial industry since March 3, 1997. John is registered with the state of California. John's firm, LPL Financial LLC, manages more than $50 billion in assets and serves over 168,000 clients. The firm provides a range of services including financial planning, pension consulting, and portfolio management. John and LPL Financial LLC provide a variety of advisory services to individual clients. John has a variety of designations and certifications, including the Series 7, Series 63, Series 66 and Series 24 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.
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CA
08/23/2011 - Present
LPL Financial LLC (LONG BEACH CA)
CA
03/04/1997 - 08/24/2011
EDWARD JONES (CERRITOS CA)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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