Unclaimed
John Steve Vorvolakos is an Investment Advisor Representative at LPL Financial LLC and has been in the industry since March 16, 1997. John is registered to provide investment advice in Connecticut, New Jersey, and New York. John is also licensed to provide financial products and services through LPL Financial. Prior to joining LPL Financial, John worked at New England Securities in New York, NY. John's previous role involved real estate rentals, as a member of ASR255 LLC in Brooklyn, NY.
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
NY
08/03/2021 - Present
LPL Financial LLC (BROOKLYN NY)
NY
07/24/1996 - 03/16/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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