Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph Moravek is a financial advisor with LPL Financial LLC based in Charlotte, North Carolina. John has been in the financial industry since 2008 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. John holds Series 6, 7, 63, and 65 licenses, and is a Certified Financial Planner. John offers financial planning, portfolio management, and other advisory services. In addition to John's work at LPL Financial LLC, John is also an agent selling non-variable insurance and coaches 5th-grade basketball.
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
NC
07/12/2023 - Present
LPL Financial LLC (CHARLOTTE NC)
NC
03/01/2019 - 07/06/2023
WOODBURY FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
11/08/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CHARLOTTE NC)
NC
04/23/2008 - 11/08/2012
SECURIAN FINANCIAL SERVICES, INC. (CHARLOTTE NC)
IA
Issued 05/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Moravek is the right advisor for you? Invested Better is here to help.
