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John Quentin Limmex is a financial advisor with Principal Securities, Inc. John has been in the financial services industry since January 15, 1989. John is registered in Iowa, Arizona, Colorado, Kansas, Minnesota, Missouri, Nebraska, Texas, and Wisconsin. John holds the following securities licenses: Series 6, Series 7, Series 63, and Series 65. John's primary office location is in West Des Moines, Iowa. John is also a Board Member of Heartland Assembly of God Church and Restored By Grace Ministries. John provides financial planning, portfolio management for individuals and pension consulting services to individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. John has over 30 years of experience in the financial services industry.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
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2
IA
06/18/2021 - Present
Principal Securities, Inc. (West Des Moines IA)
IA
12/12/1988 - 12/31/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 03/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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