Unclaimed
John Patrick Bolden is a financial professional with over 20 years of experience in the financial services industry. John Patrick Bolden is currently registered with LPL Financial LLC. Prior to this, John Patrick Bolden was with Farmers Financial Solutions, LLC. John Patrick Bolden holds the Series 6, Series 63, and SIE licenses. John Patrick Bolden is registered in Arizona, California, Florida, and Oregon.
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
CA
07/16/2019 - Present
LPL Financial LLC (WOODLAND HILLS CA)
CA
01/03/2012 - 07/17/2019
FARMERS FINANCIAL SOLUTIONS, LLC (HERMOSA BEACH CA)
CA
09/08/2000 - 12/31/2011
FARMERS FINANCIAL SOLUTIONS, LLC (HERMOSA BEACH CA)
IL
05/24/2000 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
AZ
10/24/1997 - 02/29/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 09/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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