Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Dvorak is a financial advisor who has been in the industry since 2008. He is currently registered with LPL Financial LLC and has been with the firm since 2013. Prior to that, John was an advisor with WELLS FARGO ADVISORS, LLC from 2008 to 2013. John has a variety of licenses and certifications, including the Series 66, Series 31, and Series 7. John specializes in providing financial planning, portfolio management, and investment advice to individuals and businesses.
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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CA
01/15/2013 - Present
LPL Financial LLC (FRESNO CA)
CA
07/30/2008 - 01/15/2013
WELLS FARGO ADVISORS, LLC (IRVINE CA)
BOTH
Issued 08/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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