Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Wirtz has been in the financial services industry since April 27, 2002. John William Wirtz is currently registered with LPL Financial LLC and has been with them since May 7, 2020. John William Wirtz has also worked with The Huntington Investment Company, FirstMerit Financial Services, Inc and Invest Financial Corporation. John William Wirtz holds Series 6, 7, 63 and SIE licenses. John William Wirtz is also registered in the state of Ohio and 7 other states.
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
OH
05/07/2020 - Present
LPL Financial LLC (AVON LAKE OH)
OH
02/01/2017 - 02/14/2018
THE HUNTINGTON INVESTMENT COMPANY (AVON LAKE OH)
OH
09/18/2013 - 02/01/2017
LPL FINANCIAL LLC (ELYRIA OH)
OH
01/14/2010 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (NORTH RIDGEVILLE OH)
OH
08/10/2006 - 01/14/2010
INVEST FINANCIAL CORPORATION (AVON LAKE OH)
OH
04/22/2002 - 08/04/2006
PRUCO SECURITIES, LLC. (STRONGSVILLE OH)
BC
Issued 03/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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