Unclaimed
John Robert Ledesma is a financial advisor with Commonwealth Financial Network. John has been working in the financial industry since 1997. John holds Series 6, 7, 24, 63, and 66 licenses. John's previous employers include PRINCIPAL SECURITIES, INC., FIRST WESTERN SECURITIES, INC., PMG SECURITIES CORPORATION, and INVESTORS BROKERAGE SERVICES, INC.. John specializes in providing financial planning, portfolio management, and pension consulting services. John also offers educational seminars and publications. Commonwealth Financial Network is a registered investment adviser with over $177 billion in assets under management. Commonwealth Financial Network provides financial planning, portfolio management, and other investment advisory services to individuals, families, businesses, and institutions.
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
CA
01/19/2023 - Present
Commonwealth Financial Network (Fresno CA)
CA
07/15/2005 - 11/08/2022
PRINCIPAL SECURITIES, INC. (Fresno CA)
TX
10/15/2004 - 07/08/2005
FIRST WESTERN SECURITIES, INC. (HURST TX)
IL
08/01/2000 - 10/26/2004
PMG SECURITIES CORPORATION (ELGIN IL)
IL
09/11/1997 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
FL
07/07/1997 - 08/21/1997
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BOTH
Issued 06/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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