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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 Massoglia is a financial advisor with LPL Financial LLC. John has over 30 years of experience in the financial services industry and has held several positions with firms such as First Allied Securities, Inc., FSC Securities Corporation, Securities America, Inc., and American Express Financial Advisors Inc. John holds Series 7, Series 63, Series 24, Series 53, and Series 65 licenses. John specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and retirement plans.
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
MI
08/09/2011 - Present
LPL Financial LLC (SOUTHFIELD MI)
MI
11/29/2004 - 08/10/2011
FIRST ALLIED SECURITIES, INC. (FARMINGTON HILLS MI)
GA
08/04/1998 - 12/10/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
NE
04/15/1996 - 08/04/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
07/15/1991 - 04/19/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/15/1991 - 04/19/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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