Unclaimed
John Paul Landis is an investment professional who has been in the financial services industry since January 1997. John Paul Landis is registered to provide investment advice in Michigan. John Paul Landis currently works for LPL Financial LLC. John Paul Landis has previously worked for J.P. Morgan Securities LLC, LPL FINANCIAL LLC, WS GRIFFITH SECURITIES, INC., and COMERICA SECURITIES. John Paul Landis holds the Series 63, Series 24 and Series 7 licenses. John Paul Landis is also a Certified Financial Planner.
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
MI
07/20/2020 - Present
LPL Financial LLC (TROY MI)
MI
03/10/2015 - 06/19/2019
LPL FINANCIAL LLC (SOUTHFIELD MI)
MI
09/18/2013 - 01/27/2015
J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)
MI
07/02/2004 - 08/29/2013
LPL FINANCIAL LLC (TROY MI)
CT
01/01/1998 - 06/22/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MI
12/24/1996 - 05/01/1997
COMERICA SECURITIES (DETROIT MI)
MI
08/16/1993 - 06/29/1995
COMERICA SECURITIES (DETROIT MI)
BC
Issued 03/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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