Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Zalevits has been working in the financial services industry since May 12, 1998. John is currently registered with LPL Financial LLC and has been with the firm since July 21, 2021. Prior to joining LPL Financial LLC, John worked for WADDELL & REED from May 13, 1998 until July 21, 2021. John holds the Series 6, Series 66, and SIE licenses. John specializes in providing financial planning, portfolio management for individuals and businesses, as well as pension consulting and educational seminars. John also holds the following licenses: RA in California, Idaho, Montana, Utah, and Washington.
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.
1
2
WA
07/21/2021 - Present
LPL Financial LLC (SPOKANE WA)
WA
05/13/1998 - 07/21/2021
WADDELL & REED (SPOKANE WA)
BOTH
Issued 11/02/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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