Unclaimed
John Pikras is a financial advisor with over 25 years of experience in the industry. John is currently registered with LPL Financial LLC and holds a Series 7, Series 63, and Series 65 licenses. Prior to joining LPL Financial LLC, John was with Citizens Securities, Inc. and PNC Investments. John has a strong background in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. John is also a licensed insurance agent and provides fixed insurance and immediate annuity products. John has a passion for helping people achieve their financial goals and is committed to providing personalized service.
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
07/21/2023 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
04/17/2013 - 07/21/2023
CITIZENS SECURITIES, INC. (PLEASANT HILLS PA)
PA
01/01/2004 - 04/08/2013
PNC INVESTMENTS (CANONSBURG PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
12/13/2001 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
11/24/1999 - 12/05/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/11/1996 - 01/10/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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