Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Plonkey is a financial advisor with Sammons Financial Network, LLC. John holds the Series 7TO, Series 63 and SIE licenses. John has been in the financial industry since 2022 and is currently registered with FINRA and Montana. Previously, John was a financial advisor with WORLD EQUITY GROUP, INC. and THE LEADERS GROUP, 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.
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.
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2
IA
06/27/2024 - Present
Sammons Financial Network, LLC (WEST DES MOINES IA)
MT
01/04/2024 - 04/23/2024
WORLD EQUITY GROUP, INC. (Bozeman MT)
CO
02/20/2023 - 12/31/2023
THE LEADERS GROUP, INC. (LITTLETON CO)
BC
Issued 03/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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