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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 Schlatter is a financial advisor with LPL Financial LLC. John Paul is a Certified Financial Planner and has been in the industry since 1988. John Paul is registered with FINRA and has passed the Series 7 and Series 63 exams. John Paul is also registered with the state of California and several other states. John Paul specializes in providing financial planning, portfolio management, and investment advisory services to a wide range of clients, including individuals, families, businesses, and retirement plans. John Paul's previous experience includes roles with The Lincoln National Life Insurance Company, CIGNA Financial Advisors, Inc., and Travelers Equities Sales, Inc.
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
CA
01/27/2025 - Present
LPL Financial LLC (MANHATTAN BEACH CA)
IN
05/27/2003 - 05/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
02/05/1991 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
CA
05/25/1988 - 12/06/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 12/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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