Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Koester is an Investment Advisor Representative at Kestra Advisory Services, LLC. John has been in the financial industry since 1993 and is registered with the state of Virginia. John is a CERTIFIED FINANCIAL PLANNER™ professional with experience in providing a variety of advisory services, including portfolio management for individuals and businesses, as well as financial planning. John has also worked with Kestra Investment Services, LLC and Signator Investors, Inc. in the past.
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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2
VA
09/20/2016 - Present
Kestra Advisory Services, LLC (Reston VA)
VA
05/13/2016 - 10/05/2016
SIGNATOR INVESTORS, INC. (RESTON VA)
VA
05/07/2002 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (RESTON VA)
MN
08/20/1993 - 05/08/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/20/1993 - 05/08/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/27/1993
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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