Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Peter Bamberger is a financial advisor who has been active in the industry since April 10, 2002. John is registered with Bankers Life Advisory Services, Inc. and holds a Series 63 and Series 65 license, as well as a Series 7 and SIE license. John has a long history of working in the financial services industry, with previous experience at firms such as PROEQUITIES, INC., MIDAMERICA FINANCIAL SERVICES, INC., PEAK SECURITIES CORPORATION, UVEST FINANCIAL SERVICES GROUP, INC., INVEST FINANCIAL CORPORATION, PNC INVESTMENTS, J.J.B. HILLIARD, W.L. LYONS, INC., and PNC BROKERAGE CORP. John has a strong background in insurance and financial planning, with experience in marketing and sales of index annuities and other insurance products. John provides investment consulting services to clients of all types including individuals, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
PA
07/05/2016 - Present
Bankers Life Advisory Services, Inc. (Erie PA)
PA
07/25/2011 - 06/09/2016
PROEQUITIES, INC. (ERIE PA)
PA
01/15/2010 - 07/14/2011
MIDAMERICA FINANCIAL SERVICES, INC. (ERIE PA)
FL
01/14/2008 - 12/02/2009
PEAK SECURITIES CORPORATION (LARGO FL)
NC
11/03/2006 - 07/25/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
PA
05/18/2006 - 07/13/2006
INVEST FINANCIAL CORPORATION (ERIE PA)
PA
01/01/2004 - 03/06/2006
PNC INVESTMENTS (MCKEAN PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
02/06/2001 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
IA
Issued 09/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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