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 Park is an investment advisor representative with Strategic Planning Group based in Bountiful, Utah. John Michael Park has been in the industry since May 2013. He is also registered with the state of Louisiana. John Michael Park holds a Series 66 license, as well as Series 7 and SIE. John Michael Park specializes in providing financial planning, portfolio management, and pension consulting services to both individuals and businesses. He has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. John Michael Park is committed to providing his clients with personalized financial advice and solutions that help them 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.
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.
% of plan assets; shares in fees paid to third-party advisers
1
2
UT
12/02/2014 - Present
Strategic Planning Group (BOUNTIFUL UT)
UT
11/01/2017 - 09/10/2020
PURSHE KAPLAN STERLING INVESTMENTS (Bountiful UT)
UT
10/22/2014 - 11/10/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Bountiful UT)
UT
05/15/2013 - 05/09/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (SOUTH OGDEN UT)
BOTH
Issued 01/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Park is the right advisor for you? Invested Better is here to help.
