Unclaimed
John Paul Elias Landis is a registered investment advisor representative with Vanguard Advisers, Inc. located in Malvern, Pennsylvania. John Paul Elias Landis has been in the securities industry for 2 years. John Paul Elias Landis is registered to provide investment advice in 53 states and is also registered as an investment advisor representative. John Paul Elias Landis's firm, Vanguard Advisers, Inc., has approximately 151,862 clients and manages approximately $333 billion in assets. The firm offers financial planning, portfolio management for individuals and businesses, selection of other advisors, and portfolio management for pooled investment vehicles. John Paul Elias Landis is also a registered investment advisor in Pennsylvania and Texas.
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.
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.
1
2
PA
05/31/2023 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BOTH
Issued 05/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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