Unclaimed
John R Cultrera is a financial advisor at LPL Financial LLC in Brooklyn, NY. John has been in the financial industry since 2013, and has a diverse background in providing investment advice. John's expertise includes working with individual investors, high net worth individuals, and retirement planning. John has a proven track record of success in helping clients achieve their financial goals. In addition to his work at LPL Financial LLC, John also provides non-variable insurance agent services for DBS and Crump.
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
NY
04/18/2022 - Present
LPL Financial LLC (BROOKLYN NY)
NY
10/03/2019 - 05/02/2022
WOODBURY FINANCIAL SERVICES, INC. (BROOKLYN NY)
NY
08/16/2017 - 09/30/2019
INFINEX INVESTMENTS, INC. (RIDGEWOOD NY)
NY
05/26/2015 - 08/15/2017
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
04/28/2014 - 05/29/2015
JOSEPH GUNNAR & CO. LLC (NEW YORK NY)
NJ
08/27/2013 - 04/28/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
04/08/2013 - 08/28/2013
JOSEPH GUNNAR & CO. LLC (NEW YORK NY)
BOTH
Issued 10/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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