Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Richard Leithner has been in the financial services industry since December 2000. John is currently registered with Commonwealth Financial Network and has been with them since October 2020. Previously, John worked with KMS Financial Services, Inc. from October 2008 to October 2020. John has a broad range of experience and offers a variety of financial services to his clients, including financial planning, portfolio management, and investment advisory services. John is committed to providing his clients with the highest level of service and expertise, and he is dedicated to helping them 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.
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
OR
05/13/2022 - Present
Commonwealth Financial Network (LaGrande OR)
OR
10/06/2008 - 10/30/2020
KMS FINANCIAL SERVICES, INC. (LAGRANDE OR)
OR
01/29/2004 - 10/09/2008
AIG RETIREMENT ADVISORS, INC. (PORTLAND OR)
MO
12/05/2000 - 01/23/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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