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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn George Persa is a financial advisor with LPL Financial LLC. John Persa has over 30 years of experience in the financial services industry. John George Persa has been registered with LPL Financial LLC since December 2011. Previously, John Persa was registered with RBC CAPITAL MARKETS, LLC, THRIVENT INVESTMENT MANAGEMENT INC., PRECISION DISTRIBUTORS, LLC, LINSCO/PRIVATE LEDGER CORP., MANULIFE FINANCIAL SECURITIES LLC, PRECISION DISTRIBUTORS, LLC, FOUNDERS ASSET MANAGEMENT LLC, STRONG FUNDS DISTRIBUTORS, INC., AAL CAPITAL MANAGEMENT CORPORATION and NATIONAL SELECTED SECURITIES CORP.. John George Persa holds a Series 66, Series 63 and Series 24 license. John George Persa offers a range of services to individuals, businesses, high-net-worth clients, retirement plans, and charitable organizations. John George Persa specializes in a variety of financial planning services, including investment management, retirement planning, and estate planning.
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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WI
12/20/2011 - Present
LPL Financial LLC (BROOKFIELD WI)
WI
08/10/2009 - 12/22/2011
RBC CAPITAL MARKETS, LLC (MILWAUKEE WI)
WI
05/15/2006 - 08/12/2009
THRIVENT INVESTMENT MANAGEMENT INC. (BROOKFIELD WI)
WI
03/17/2004 - 02/02/2005
PRECISION DISTRIBUTORS, LLC (MILWAUKEE WI)
SC
04/01/2003 - 09/30/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
09/25/2002 - 03/31/2003
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
WI
01/10/2002 - 08/06/2002
PRECISION DISTRIBUTORS, LLC (MILWAUKEE WI)
CO
11/16/1998 - 02/04/2000
FOUNDERS ASSET MANAGEMENT LLC (DENVER CO)
WI
02/16/1995 - 10/08/1998
STRONG FUNDS DISTRIBUTORS, INC. (MENOMONEE FALLS WI)
MN
06/09/1987 - 02/01/1995
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
NA
08/23/1984 - 04/22/1987
NATIONAL SELECTED SECURITIES CORP.
BOTH
Issued 09/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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