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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 Paul McClatchy is a financial advisor with over 16 years of experience in the industry. John Paul currently works with LPL Financial LLC, based in BERWYN, PA. Previously, John Paul has worked with OSAIC FA, INC. and LINCOLN FINANCIAL DISTRIBUTORS, INC.. John Paul has a Series 6 and Series 63 license and holds the SIE certification. John Paul focuses on providing financial planning, portfolio management for businesses and individuals, and pension consulting services.
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
PA
08/14/2024 - Present
LPL Financial LLC (BERWYN PA)
PA
12/09/2014 - 08/19/2024
OSAIC FA, INC. (BERWYN PA)
PA
02/19/2013 - 12/01/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
10/03/2011 - 02/20/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (RADNOR PA)
PA
11/02/2007 - 12/31/2012
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BC
Issued 11/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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