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John Stephen Janios is a financial advisor currently registered with LPL Financial LLC. John has been in the financial services industry since 2010. He is licensed in Arizona, California, Florida, Hawaii, Idaho, Maryland, Nevada, Ohio, Oregon, Pennsylvania, Texas, and Utah. John specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. John also provides portfolio management services for businesses and individuals. He has been affiliated with LPL Financial LLC since 2018, previously working with Invest Financial Corporation and Wescom Financial Services.
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
CA
04/07/2021 - Present
LPL Financial LLC (SANTA CLARITA CA)
CA
11/14/2013 - 02/14/2018
INVEST FINANCIAL CORPORATION (VALENCIA CA)
CA
11/30/2010 - 10/29/2013
WESCOM FINANCIAL SERVICES (SHERMAN OAKS CA)
IA
Issued 01/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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