Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Davitt is a financial advisor with over 16 years of experience in the industry. John is currently registered with LPL Financial LLC and has been with the firm since January 2020. John has also held previous roles at Citizens Securities, Inc., Essex National Securities, Inc., UVEST Financial Services Group, Inc., PNC Investments, Harvest Financial Corporation and Northwestern Mutual Investment Services, LLC. John is a licensed investment advisor representative (IAR) and holds Series 6, 7, 63, and 65 licenses. John has a passion for helping individuals and families achieve their financial goals. John’s commitment to providing excellent client service has earned him a reputation as a trusted advisor in the community.
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
PA
01/08/2020 - Present
LPL Financial LLC (VERONA PA)
PA
10/07/2010 - 01/07/2020
CITIZENS SECURITIES, INC. (PITTSBURGH PA)
PA
05/28/2010 - 10/08/2010
ESSEX NATIONAL SECURITIES, INC. (ALLISON PARK PA)
PA
06/27/2006 - 06/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (PITTSBURGH PA)
PA
10/21/2005 - 06/26/2006
PNC INVESTMENTS (NATRONA HEIGHTS PA)
SC
10/27/2004 - 08/10/2005
HARVEST FINANCIAL CORPORATION (FORT MILL SC)
WI
05/28/2004 - 10/04/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 05/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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