Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Landis is an investment advisor representative at LPL Financial LLC, where John has been employed since March of 2023. Before joining LPL Financial LLC, John worked for Putnam Investments/Putnam Retail Management in Boston, MA, from September of 2021. Previously, John worked at Anderson University in Anderson, SC and at AXA Advisors in Anderson, SC. John has passed the General Securities Representative Examination, the Securities Industry Essentials Examination, and the Uniform Combined State Law Examination, and is registered in Massachusetts and South Carolina. John is active in both the broker-dealer and investment advisor spaces.
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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MA
04/05/2023 - Present
LPL Financial LLC (Revere MA)
MA
12/13/2021 - 03/10/2023
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)
BOTH
Issued 02/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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