Unclaimed
John Thomas Hilderbrandt is an investment advisor representative at LPL Financial LLC. John has been in the financial services industry since 2009 and has a diverse background, having previously worked at several large financial institutions including Deutsche Bank Securities Inc., Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John holds a Series 6, 7, 63, and 66 license and has a bachelor's degree from Grand Canyon University. John is currently registered in Arizona and California, and is committed to providing personalized financial advice to individuals, families, and businesses.
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
AZ
07/19/2023 - Present
LPL Financial LLC (CHANDLER AZ)
NY
09/15/2014 - 03/22/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
06/17/2010 - 04/24/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/23/2009 - 06/10/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/27/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
NC
05/30/1997 - 03/24/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 07/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Hilderbrandt is the right advisor for you? Invested Better is here to help.