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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 Jacob Zezini is a financial advisor with over 25 years of experience in the industry. John is currently registered with LPL Financial LLC and Golden State Wealth Management, LLC. He holds several professional designations, including Certified Financial Planner. John's areas of specialization include retirement planning, investment management, and financial planning. He has a strong track record of success in helping clients achieve their financial goals.
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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2
CA
08/02/2021 - Present
LPL Financial LLC (EL DORADO HILLS CA)
CA
06/29/2015 - 11/17/2017
ROYAL ALLIANCE ASSOCIATES, INC. (SACRAMENTO CA)
CA
02/20/2003 - 06/30/2015
EDWARD JONES (EL DORADO HILLS CA)
MI
01/13/2000 - 02/27/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
02/08/1999 - 02/10/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
10/03/1995 - 10/21/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
10/09/1998 - 10/20/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 08/20/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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