Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Karl Broman is a financial advisor with over 23 years of experience in the financial services industry. John is a Certified Financial Planner™ professional who is licensed to provide investment advice in Michigan. John currently works with Private Advisor Group, LLC. John also has experience with BANC ONE SECURITIES CORPORATION and FIRST CHICAGO NBD INVESTMENT SERVICES, INC. John provides a range of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
MI
01/10/2025 - Present
Private Advisor Group, LLC (St. Clair Shores MI)
IL
02/08/1999 - 11/21/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
12/15/1997 - 11/02/1998
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
IA
Issued 02/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Broman is the right advisor for you? Invested Better is here to help.
