Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Elliott is a financial advisor registered with LPL Financial LLC. John has been in the financial services industry since 2006, providing advice to individuals and businesses. John has held previous registrations with Investment Centers of America, Inc., CFD Investments, Inc., Signator Investors, Inc., and LPL Financial Corporation. Currently, John is registered in 15 states and holds several licenses and certifications, including the Series 66, SIE, and Series 7 exams. John has experience in various aspects of financial planning, including investment management, retirement planning, insurance, and estate planning. John is committed to providing personalized financial advice to help individuals and businesses 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
FL
11/29/2017 - Present
LPL Financial LLC (BRANDON FL)
FL
06/29/2016 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (BRANDON FL)
FL
01/04/2016 - 06/30/2016
CFD INVESTMENTS, INC. (Brandon FL)
FL
01/08/2010 - 01/20/2016
SIGNATOR INVESTORS, INC. (TAMPA FL)
FL
09/08/2009 - 01/14/2010
LPL FINANCIAL CORPORATION (TAMPA FL)
FL
01/07/2006 - 09/08/2009
MUTUAL SERVICE CORPORATION (TAMPA FL)
BOTH
Issued 09/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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