Unclaimed
John James Turcotte is a financial advisor with over 38 years of experience in the financial services industry. John James is currently registered with LPL Financial LLC and Stratos Wealth Partners, Ltd. John James has a wide range of experience in various areas, including providing investment advice, selling fixed insurance products, and offering financial planning services. John James has also served as a General Securities Principal. John James is dedicated to helping clients achieve their financial goals and provides a personalized approach to each client's unique needs.
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
MI
05/10/2023 - Present
LPL Financial LLC (NORTHVILLE MI)
MI
08/07/2007 - 09/12/2013
FIRST HEARTLAND CAPITAL, INC. (WEST BLOOMFIELD MI)
MI
06/01/1998 - 08/07/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (SOUTHFIELD MI)
MI
06/22/2006 - 06/29/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (SOUTHFIELD MI)
MI
07/28/1999 - 06/22/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (SOUTHFIELD MI)
PA
09/23/1992 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
MA
06/20/1990 - 09/22/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
05/23/1985 - 06/19/1990
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 07/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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