Unclaimed
John Stephen Kinzer is a financial advisor with over 30 years of experience in the industry. John is currently registered with LPL Financial LLC, a leading independent broker-dealer and financial advisor. John has a strong track record of success in providing financial advice to a wide range of clients. John's expertise includes financial planning, investment management, and retirement planning. John is committed to providing personalized financial advice to help clients achieve their financial goals.
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
MD
06/25/2020 - Present
LPL Financial LLC (CROWNSVILLE MD)
MD
04/23/2010 - 06/26/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CROWNSVILLE MD)
MD
01/01/2008 - 04/23/2010
WELLS FARGO ADVISORS, LLC (ANNAPOLIS MD)
MD
02/11/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ANNAPOLIS MD)
NY
11/28/1990 - 09/29/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
05/21/1987 - 11/24/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 07/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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