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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 William Pobanz is a financial advisor with LPL Financial LLC, providing financial and investment advice in Alma, MI. John has been in the industry since 2004 and has experience working with Raymond James & Associates, Inc. and Edward Jones. John holds Series 7, 63, and 66 licenses, along with the SIE exam. John has a strong track record of providing personalized financial planning and investment management services to a diverse clientele, including individuals, families, businesses, and retirement plans. John is committed to building long-term relationships with clients and helping 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
MI
10/04/2021 - Present
LPL Financial LLC (ALMA MI)
MI
03/14/2008 - 10/20/2021
RAYMOND JAMES & ASSOCIATES, INC. (ALMA MI)
MI
01/05/2005 - 03/18/2008
EDWARD JONES (ALMA MI)
CA
05/19/2004 - 07/13/2004
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BOTH
Issued 08/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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