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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 Lindquist is a financial advisor who has been in the industry since 1988. John is currently registered with World Equity Group, Inc. John has held previous registrations with several other firms including International Assets Advisory, LLC, Woodstock Financial Group, Inc., Crescent Securities Group, Inc., and APS Financial Corporation. John is also registered as an Investment Advisor Representative (IAR) in Texas with World Equity Group. John specializes in providing a wide range of financial advisory services to individuals and businesses. These services include financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisors.
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.
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.
1
2
IL
02/27/2014 - Present
World Equity Group, Inc. (SCHAUMBURG IL)
TX
04/26/2012 - 05/12/2014
INTERNATIONAL ASSETS ADVISORY, LLC (AUSTIN TX)
TX
08/27/2010 - 05/23/2012
WOODSTOCK FINANCIAL GROUP, INC. (AUSTIN TX)
TX
08/06/2010 - 08/27/2010
CRESCENT SECURITIES GROUP, INC. (PLANO TX)
TX
01/01/1995 - 08/26/2010
APS FINANCIAL CORPORATION (AUSTIN TX)
NA
08/12/1991 - 12/06/1994
APS FINANCIAL CORPORATION
NY
05/16/1990 - 08/13/1991
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
12/22/1987 - 12/05/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 12/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/29/1997
Series 4 - Registered Options Principal Examination
BC
Issued 05/19/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/03/1993
Series 24 - General Securities Principal Examination
BC
Issued 12/04/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/24/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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