Unclaimed
John Almaguer is a financial advisor with over 30 years of experience in the industry. John currently works for Independent Financial Group, LLC. John is a registered representative in multiple states and has been in the industry since 1993. John has held several positions in the financial services industry and has experience in various areas, including investment advisory and insurance services. John is passionate about helping individuals achieve their financial goals and works to provide personalized financial advice and guidance to his clients.
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.
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.
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
CA
12/02/2015 - Present
Independent Financial Group, LLC (Pasadena CA)
CA
01/01/2004 - 09/29/2015
VOYA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
IA
04/27/2000 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MN
03/08/1993 - 05/17/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/08/1993 - 05/17/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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