Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Gerard Sobiech is a financial advisor who has been working in the industry since 1984. John is currently registered with Grove Point Advisors, LLC and holds several licenses and registrations, including Series 7, 63, 65, and 24. John is experienced in providing financial planning, investment management, and pension consulting services to individuals, businesses, and charitable organizations. John is also a registered Investment Advisor Representative in Wisconsin.
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
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
WI
09/08/2009 - 12/22/2009
LPL FINANCIAL CORPORATION (BROOKFIELD WI)
WI
10/03/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (BROOKFIELD WI)
MO
05/02/1991 - 10/03/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
IL
02/04/1987 - 05/08/1991
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
NA
05/30/1984 - 02/18/1987
EQUABLE SECURITIES CORPORATION
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/25/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Sobiech is the right advisor for you? Invested Better is here to help.
