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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 Anthony Kailunas is an investment advisor representative with Regal Investment Advisors LLC, registered in Michigan. John has been in the financial industry for over 30 years, beginning their career at Washington Square Securities, Inc. in 1990. In 2010, John joined Regal Investment Advisors LLC and has since expanded their practice to include clients across multiple states. John holds a Series 6, 63, 65 and 99TO licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Third party fees
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2
MI
01/13/2021 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
NY
02/22/2010 - 12/31/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
MI
10/31/2005 - 02/17/2010
SAGEPOINT FINANCIAL, INC. (KENTWOOD MI)
AZ
07/17/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CT
04/11/2000 - 07/18/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
10/26/1995 - 02/17/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/26/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
05/07/1990 - 09/27/1995
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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