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 Munka is a financial advisor with LPL Financial LLC, and has been in the industry since 1991. John is registered in Ohio as an investment advisor representative (IAR) and has Series 3, 7, 24, 63 and 65 licenses. John has been active in the financial services industry for over 30 years and has worked for a number of prominent financial institutions including Investcorp, Inc., Paine Webber Incorporated and Smith Barney Shearson Inc. Prior to joining LPL Financial LLC, John was affiliated with Investcorp, Inc. and has worked in both Miami Lakes, FL and Wadsworth, OH. John's firm offers advisory services to individuals, businesses, pension and profit-sharing plans, charitable organizations, investment companies and other investment advisors.
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
OH
06/09/2020 - Present
LPL Financial LLC (WADSWORTH OH)
OH
09/12/1994 - 06/08/2020
INVESTACORP, INC. (WADSWORTH OH)
NA
09/21/1993 - 09/17/1994
PAINEWEBBER INCORPORATED
NJ
09/03/1993 - 09/17/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/31/1993 - 09/21/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
04/24/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/25/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1991
Series 3 - National Commodity Futures Examination
BC
Issued 04/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Munka is the right advisor for you? Invested Better is here to help.
