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 Vertal is a financial advisor with over 17 years of experience in the industry. John has a background in accounting and is a Certified Financial Planner and Personal Financial Specialist. John is currently registered with United Planners' Financial Services Of America A Limited Partner and has been with the firm since April 2022. Previously, John worked with Securities America, Inc. from September 2020 to April 2022 and Securities Service Network, LLC from October 2009 to September 2020. John also has experience with LPL Financial Corporation from October 2005 to October 2009. John's areas of specialization include retirement planning, college savings, investment management, and insurance.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
04/18/2022 - Present
United Planners' Financial Services OF America A Limited Partner (WOOSTER OH)
OH
09/18/2020 - 04/18/2022
SECURITIES AMERICA, INC. (AVON OH)
OH
10/12/2009 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (AVON OH)
OH
10/20/2005 - 10/22/2009
LPL FINANCIAL CORPORATION (VALLEY CITY OH)
CT
05/19/2003 - 01/09/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
BC
Issued 10/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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