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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 Steven Masinko is a financial advisor with LPL Financial LLC based in Duluth, GA. John has over 38 years of experience in the financial services industry. John specializes in providing financial planning and investment advice to individuals, corporations, and businesses. He is registered with the Securities and Exchange Commission (SEC) and holds the Series 7, Series 63, and Series 65 licenses. John is committed to providing his clients with personalized financial advice to help them 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.
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2
GA
05/18/2022 - Present
LPL Financial LLC (DULUTH GA)
GA
07/16/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Duluth GA)
GA
04/05/2018 - 05/16/2019
CUSO FINANCIAL SERVICES, L.P. (Acworth GA)
GA
01/13/2015 - 04/10/2018
LPL FINANCIAL LLC (CHAMBLEE GA)
GA
02/10/2012 - 01/21/2015
WELLS FARGO ADVISORS, LLC (ALPHARETTA GA)
GA
06/16/2003 - 02/13/2012
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
NJ
03/08/2002 - 05/29/2002
E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)
NY
02/03/1987 - 03/15/2002
QUICK & REILLY, INC. (NEW YORK NY)
NA
02/12/1986 - 01/22/1987
THE STUART-JAMES COMPANY, INC.
NA
02/15/1985 - 04/12/1985
MICHELIN AND COMPANY, INC.
NA
06/28/1982 - 03/04/1985
FIRST JERSEY SECURITIES, INC.
IA
Issued 06/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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