Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Jerry Strasburger is a financial advisor with over 7 years of experience in the financial services industry. John is registered as an investment advisor representative with both Capital Planning Wealth Management and Private Advisor Group, LLC. John holds the Series 7TO, Series 63 and SIE licenses. John is a Certified Financial Planner. John’s area of specialization is in financial planning.
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.
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.
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2
PA
03/19/2023 - Present
Capital Planning Wealth Management (Center Valley PA)
BC
Issued 12/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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