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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 Demboski is a financial advisor who has been in the industry since 2001. John is currently registered with Valmark Advisers, Inc. and previously worked with Walnut Street Securities, Inc. John offers a wide range of financial services, including financial planning, portfolio management, pension consulting and selection of other advisors. John also has a variety of designations and certifications, including Certified Financial Planner.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
A percentage of the total value of assets under management is charged.
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CA
07/23/2019 - Present
Valmark Advisers, Inc. (SANTA BARBARA CA)
CA
04/09/2001 - 03/17/2010
WALNUT STREET SECURITIES, INC. (SANTA BARBARA CA)
BC
Issued 01/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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