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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Petrus is a financial advisor with LPL Financial LLC. John has been in the industry since 1979 and has a wealth of experience in providing financial advice to individuals and families. John holds the Series 6, 7, 26 and 63 securities licenses, as well as the SIE exam. John is committed to providing his clients with personalized financial advice and guidance.
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.
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2
NY
05/15/2023 - Present
LPL Financial LLC (ALBANY NY)
NY
03/25/2017 - 05/15/2023
MML INVESTORS SERVICES, LLC (LATHAM NY)
NY
02/07/1997 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LATHAM NY)
NY
01/21/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LATHAM NY)
NY
01/17/1996 - 11/25/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
07/02/1979 - 11/22/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/02/1979 - 11/22/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 03/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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