Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Terry Chipian is an investment advisor representative associated with U.S. Bancorp Investments, Inc. John has been active in the financial industry since May 2007 and has held various positions in the industry. John has a wide range of experience with securities, investments, and financial planning. John has Series 4, 7, 24, 63, and 65 licenses. John currently is registered in Alaska, Arizona, California, Colorado, Florida, Georgia, Massachusetts, Missouri, Nevada, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. John Terry Chipian is a dedicated professional with a strong commitment to providing clients with the highest level of service.
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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
06/10/2024 - Present
U.s. Bancorp Investments, Inc. (Orange CA)
CA
02/20/2015 - 10/08/2020
LPL FINANCIAL LLC (IRVINE CA)
CA
05/07/2007 - 02/20/2015
ZIONS DIRECT, INC. (IRVINE CA)
IA
Issued 05/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2010
Series 4 - Registered Options Principal Examination
BC
Issued 01/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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