Unclaimed
John Linge has been a financial advisor since November 1987. John is currently registered with Wealth Enhancement Advisory Services, LLC and has been with the firm since December 2017. Before that, John was registered with National Planning Corporation from June 2011 until November 2017. John is licensed in Florida and Texas.
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.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
FL
12/02/2017 - Present
Wealth Enhancement Advisory Services, LLC (ORANGE PARK FL)
FL
06/27/2011 - 11/29/2017
NATIONAL PLANNING CORPORATION (ORANGE PARK FL)
FL
11/01/1996 - 06/27/2011
SECURITIES AMERICA, INC. (ORANGE PARK FL)
IL
01/01/1995 - 11/15/1996
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
MA
04/08/1994 - 12/31/1994
MUTUAL SERVICE CORPORATION (BOSTON MA)
TX
03/23/1994 - 12/31/1994
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
MA
05/19/1992 - 04/13/1994
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
OH
01/18/1988 - 05/22/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
09/04/1987 - 11/19/1987
CITICORP SECURITIES MARKETS, INC.
BC
Issued 09/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1987
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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