Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Miller is a financial advisor with over 24 years of experience in the financial industry. John is a Registered Representative and Investment Advisor Representative and holds licenses in multiple states. John has worked with LPL Financial LLC since January 2015 and is based in Quincy, Illinois. Prior to LPL Financial, John worked with Raymond James Financial Services, Inc. and Primevest Financial Services, Inc. John also provides advisory services in multiple areas, including financial planning and portfolio management.
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
IL
04/05/2021 - Present
LPL Financial LLC (QUINCY IL)
IL
02/01/2007 - 01/27/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (QUINCY IL)
IL
06/22/1998 - 02/01/2007
PRIMEVEST FINANCIAL SERVICES, INC. (QUINCY IL)
IA
Issued 08/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/01/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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