Unclaimed
John Joseph Nunes is a financial advisor with LPL Financial LLC in Seekonk, Massachusetts. John has over 25 years of experience in the financial services industry, specializing in providing financial advice and investment management services to individuals, families, and businesses. John is a Certified Financial Planner™ professional and holds a variety of licenses and designations, including Series 6, 7, 24, 63, and 65. John is committed to providing clients with personalized financial guidance and helping them achieve their financial goals.
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
MA
01/11/2006 - Present
LPL Financial LLC (SEEKONK MA)
MA
05/04/1998 - 03/31/1999
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
MA
02/27/1996 - 05/05/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/27/1996 - 05/05/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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