John Klimek, financial advisor Williamsport PA
43 score

John Klimek

CRD Number: 3169494
Current Firm: Voya Financial Advisors, Inc.

John Klimek (CRD# 3169494) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Williamsport, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Valor Credit Union Scranton, PA Jan 2015 - Current 1
Voya Financial Advisors Scranton, PA Sep 2014 - Current 2
Wealth Management Financial Services Scranton, PA May 2006 - Current 10
Tobyhanna Fcu Scranton, PA Apr 2005 - Jan 2015 9
Ing Financial Partners, Inc. Scranton, PA Jan 2004 - Sep 2014 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Jan 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for John F. Klimek
Phone Number: 1-800-356-2906
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
43

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