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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 Linsenmeyer is an investment advisor representative at Girard Advisory Services, LLC. John has been in the financial services industry since 2001 and holds the Series 7 and Series 66 licenses. Prior to joining Girard Advisory Services, LLC, John worked at PNC INVESTMENTS and Foreside Fund Services, LLC. John specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. John is a member of the Meyer Mill, LLC, a real estate partnership.
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.
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.
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.
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MD
07/20/2023 - Present
Girard Advisory Services, LLC (Lutherville Timonium MD)
MD
06/09/2021 - 07/12/2023
PNC INVESTMENTS (Baltimore MD)
ME
01/17/2020 - 04/01/2021
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
MD
01/28/2010 - 12/03/2019
PNC FUNDS DISTRIBUTOR, LLC (BALTIMORE MD)
MD
03/24/2008 - 12/31/2009
PNC FUND DISTRIBUTOR, LLC (BALTIMORE MD)
NY
07/01/2004 - 02/14/2008
UBS GLOBAL ASSET MANAGEMENT (US) INC. (NEW YORK NY)
NJ
02/24/2003 - 07/06/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
03/09/2001 - 06/18/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 11/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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