Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Prokos is a financial advisor with over 30 years of experience in the industry. John is currently registered with LPL Financial LLC and has previously worked with Lucia Securities, LLC, First Allied Securities, Inc., Securities America, Inc., FSC Securities Corporation, Mutual Service Corporation, and Lowry Financial Services Corporation. John's areas of specialization include retirement planning, college savings, and estate planning. John is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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
FL
09/01/2020 - Present
LPL Financial LLC (STUART FL)
FL
09/09/2011 - 10/05/2020
LUCIA SECURITIES, LLC (BOCA RATON FL)
FL
02/14/2008 - 12/15/2011
FIRST ALLIED SECURITIES, INC. (BOCA RATON FL)
FL
01/29/1997 - 02/19/2008
SECURITIES AMERICA, INC. (PALM BEACH GARDENS FL)
GA
07/24/1995 - 01/17/1997
FSC SECURITIES CORPORATION (ATLANTA GA)
MA
03/31/1989 - 07/31/1995
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
06/05/1987 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION
BC
Issued 02/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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