Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn James Zakel is a financial professional with over 10 years of experience in the industry. John Zakel is currently registered with LPL Financial LLC and has previously been associated with ADP BROKER-DEALER, INC., THE HUNTINGTON INVESTMENT COMPANY, J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. John Zakel holds Series 6, 7, and 63 licenses, and the SIE exam. John Zakel is licensed to provide investment advice in Kentucky, Ohio, Pennsylvania, and West Virginia.
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
OH
01/25/2022 - Present
LPL Financial LLC (BROADVIEW HEIGHTS OH)
NJ
07/07/2016 - 08/23/2021
ADP BROKER-DEALER, INC. (ROSELAND NJ)
OH
06/20/2014 - 06/07/2016
THE HUNTINGTON INVESTMENT COMPANY (CLEVELAND OH)
OH
03/06/2014 - 05/15/2014
J.P. MORGAN SECURITIES LLC (CLEVELAND OH)
OH
08/15/2011 - 07/09/2012
CHASE INVESTMENT SERVICES CORP. (WESTLAKE OH)
BC
Issued 07/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Zakel is the right advisor for you? Invested Better is here to help.
