Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Donaldson is a financial advisor at LPL Financial LLC. John has been in the industry since 1985, holds multiple licenses and certifications, and has a proven track record of success in providing financial advice and services to clients. John is committed to helping clients achieve their financial goals and can provide assistance with a range of financial services, including retirement planning, investment management, and insurance. John is currently registered in 24 states and the District of Columbia and is also an active member of the Village Caucus. John has been a part of the financial services industry for 38 years. John started his career at SUN INVESTMENT SERVICES COMPANY in Wellesley Hills, MA in 1985. After working there for 12 years, John joined PROFESSIONAL WEALTH MANAGEMENT INC in Deerfield, IL in 1994. In 1997, John joined LINSCO/PRIVATE LEDGER CORP. in Rosemont, IL, where he worked for a short time before starting work for LPL Financial LLC in 1998.
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
IL
12/01/2019 - Present
LPL Financial LLC (OAK BROOK IL)
MA
05/08/1985 - 08/20/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BC
Issued 10/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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