Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnpaul? Claim Your ProfileJohnpaul Duran is a financial advisor with over 25 years of experience in the industry. Johnpaul is currently registered with LPL Financial LLC and has been with the firm since 2008. Johnpaul is licensed to provide investment advice in Delaware, Florida, Hawaii, New York, and South Carolina. Johnpaul has held previous positions at Citigroup Global Markets Inc., Citicorp Investment Services, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Sterling Foster & Company, Inc. Johnpaul's areas of expertise include financial planning, portfolio management, and pension consulting.
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
NY
08/03/2021 - Present
LPL Financial LLC (MEDFORD NY)
NY
05/29/2007 - 06/23/2008
CITIGROUP GLOBAL MARKETS INC. (GREENLAWN NY)
NY
05/17/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (GREENLAWN NY)
NY
03/06/1997 - 04/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/25/1996 - 01/14/1997
STERLING FOSTER & COMPANY, INC. (UNIONDALE NY)
IA
Issued 03/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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