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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Koji Koyama is a financial advisor associated with LPL Financial LLC in Gardena, CA. John has been in the industry since December 18, 2008 and has an active broker-dealer and investment advisor license. John has passed the Series 63, 65, and 26 exams, and holds SIE and Series 6 licenses. He is registered to provide investment advice in Arizona, California, Hawaii, Nevada, Tennessee, Texas, Utah, and Washington. In addition to his role at LPL Financial LLC, John is also a business owner of Float Spa Clinic in Torrance, CA. John's specializations include Retirement, Education, Estate, Insurance, and Business Planning, and he provides financial planning and consulting to individuals and businesses.
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
CA
10/01/2021 - Present
LPL Financial LLC (GARDENA CA)
CA
06/20/2019 - 09/30/2021
CETERA INVESTMENT SERVICES LLC (MONROVIA CA)
CA
12/18/2008 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (MONROVIA CA)
IA
Issued 08/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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