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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 Selzer is a financial advisor at Allworth Financial, LP. John Michael Selzer has been in the industry since July 15, 1986. John Michael Selzer is registered with the state of Illinois and has a series 6, 7, 63, 65, and 24 licenses. John Michael Selzer also holds the CFP designation. Allworth Financial, LP is a financial advisor headquartered in Folsom, California. Allworth Financial, LP has been in business since 2010. Allworth Financial, LP specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
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
IL
01/02/2024 - Present
Allworth Financial, LP (Glenview IL)
IL
08/31/2004 - 12/26/2023
LPL FINANCIAL LLC (GLENVIEW IL)
NY
07/19/2002 - 08/31/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
05/11/1999 - 05/29/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MN
05/21/1986 - 05/04/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 12/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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