Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Massie is a financial advisor with over 25 years of experience in the industry. John is currently registered with LPL Financial LLC. John has previously been registered with BMO Harris Financial Advisors, Inc., MML Investors Services, LLC, Cambridge Investment Research, Inc., ING Financial Advisors, LLC, and Aetna Financial Services, Inc.. John's primary office is located at 10909 W Greenfield Ave,STE 101 in Milwaukee, WI.
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.
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2
WI
10/11/2018 - Present
LPL Financial LLC (MILWAUKEE WI)
WI
01/20/2016 - 10/16/2018
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
04/11/2005 - 11/27/2015
MML INVESTORS SERVICES, LLC (BROOKFIELD WI)
IA
09/27/2004 - 05/03/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
CT
12/15/1995 - 09/15/2004
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
08/21/1998 - 09/22/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 05/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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