Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Meneses Tan is a financial advisor with over 24 years of experience in the industry. John has been registered with LPL Financial LLC since May 2023, and prior to that was with Gradient Securities, LLC, Trustmont Financial Group, Inc., Lifemark Securities Corp. and Equity Services, Inc. John holds a Series 6, 7, 24, 63 and 66 licenses and has experience in a wide range of financial services, including portfolio management, financial planning, and insurance. John is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
1
2
CA
06/04/2023 - Present
LPL Financial LLC (DOWNEY CA)
CA
05/30/2013 - 05/12/2023
GRADIENT SECURITIES, LLC (Downey CA)
CA
09/08/2008 - 05/15/2013
TRUSTMONT FINANCIAL GROUP, INC. (ANAHEIM CA)
CA
10/04/2007 - 09/24/2008
LIFEMARK SECURITIES CORP. (FULLERTON CA)
CA
02/18/2004 - 10/05/2007
EQUITY SERVICES, INC. (FULLERTON CA)
CA
05/15/2003 - 01/26/2004
INTREPID SECURITIES, INC. (TORRANCE CA)
CA
04/29/1999 - 05/21/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
09/30/1998 - 04/27/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 02/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Tan is the right advisor for you? Invested Better is here to help.
