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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 Samuel Fitch is a financial advisor with LPL Financial LLC and has been in the industry for over 8 years. John Samuel Fitch specializes in providing financial advice to individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. John Samuel Fitch offers a wide range of financial services, including financial planning, portfolio management, and investment consulting. Prior to joining LPL Financial LLC, John Samuel Fitch was employed by PNC Investments and NYLIFE Securities LLC.
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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NC
11/08/2018 - Present
LPL Financial LLC (CHARLOTTE NC)
NC
03/30/2018 - 11/01/2018
PNC INVESTMENTS (CHARLOTTE NC)
NC
07/28/2015 - 01/18/2018
NYLIFE SECURITIES LLC (CHARLOTTE NC)
IA
Issued 05/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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