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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 Matthew Dunlap is a financial advisor at Cambridge Investment Research Advisors, Inc., located in Keokuk, IA. John is a licensed advisor who has been in the industry since 2014. John specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. John holds Series 7TO, Series 6, Series 63 and Series 65 licenses. John is also an enrolled agent providing tax preparation, bookkeeping and accounting services.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
10/20/2018 - Present
Cambridge Investment Research Advisors, Inc. (Keokuk IA)
IA
05/31/2018 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (KEOKUK IA)
IL
04/27/2018 - 05/29/2018
PRUCO SECURITIES, LLC. (SPRINGFIELD IL)
MN
05/21/2001 - 04/09/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 05/04/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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