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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 Norman Haimsohn is a financial advisor who has been in the industry since December 7, 1993. John is currently registered with LPL Financial LLC and has a branch office in San Diego, CA. John has a wide range of experience in the financial services industry, having previously worked for Morgan Stanley DW Inc., Sentra Securities Corporation, B.C. Christopher Securities Co. and Private Ledger Financial Services, Incorporated.
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
CA
07/18/2013 - Present
LPL Financial LLC (SAN DIEGO CA)
NY
07/16/1999 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
04/29/1987 - 03/13/1990
SENTRA SECURITIES CORPORATION
AZ
10/23/1983 - 03/13/1990
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
10/13/1988 - 08/14/1989
B.C. CHRISTOPHER SECURITIES CO.
NA
09/03/1983 - 12/07/1983
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2017
Series 4 - Registered Options Principal Examination
BC
Issued 05/03/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/30/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 07/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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