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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 Michael Holian is a financial advisor with over 30 years of experience in the industry. John is currently registered with LPL Financial LLC. Previously, John worked with National Planning Corporation and AXA Advisors, LLC. John is a Series 63 and 65 licensed holder and has passed the Series 26, 51, and SIE exams. John is currently licensed in California, Florida, Michigan, New Jersey, New York, and Texas. John Michael Holian provides financial planning, portfolio management, and other investment advisory services to individuals, businesses, and charitable organizations.
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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2
FL
04/07/2021 - Present
LPL Financial LLC (MIAMI FL)
FL
06/06/2000 - 11/29/2017
NATIONAL PLANNING CORPORATION (MIAMI FL)
NY
06/17/1991 - 01/18/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/17/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 09/15/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/28/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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