Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Sitarz is a financial professional with over 29 years of experience in the industry. John is registered as a Broker/Dealer (B/D) and an Investment Advisor Representative (IAR) in 24 states, and also holds Series 6, Series 63 and SIE licenses. John is currently associated with Principal Securities, Inc., and has been with Principal Securities, Inc. since March 2016. The firm provides advisory and brokerage services to individuals, families, businesses, and institutions. John specializes in providing financial planning, pension consulting and educational seminars. The firm's client types include high net worth individuals, corporations or other businesses, individuals other than high net worth, insurance companies, pension and profit sharing plans, charitable organizations, and state or municipal government entities.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MN
03/08/2021 - Present
Principal Securities, Inc. (MINNETONKA MN)
BC
Issued 06/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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