Unclaimed
John Robert Searer is a financial advisor with LPL Financial LLC. John has over 8 years of experience in the financial services industry. John has earned the Series 7, Series 63, Series 65 and Series 9 licenses. John has been registered with LPL Financial LLC since June 2024. Prior to that, John was registered with Morgan Stanley from March 2020 to July 2024 and AXA Advisors, LLC from October 2015 to February 2020. John is currently registered to provide investment advice in Pennsylvania and Texas.
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
PA
06/28/2024 - Present
LPL Financial LLC (Lancaster PA)
PA
04/21/2020 - 07/05/2024
MORGAN STANLEY (Camp Hill PA)
PA
10/21/2015 - 02/07/2020
AXA ADVISORS, LLC (LANCASTER PA)
IA
Issued 07/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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