Unclaimed
John Weston is a financial professional with over 38 years of experience in the industry. John is currently registered with Lincoln Financial Distributors, Inc. Prior to that, John was registered with Jefferson-Pilot Variable Corporation, Jefferson Pilot Securities Corporation, Windward Securities Corporation and Polaris Financial Services, Inc.. John has a broad range of experience in the financial industry, having passed a total of 5 exams, including Series 7, 24, 27, SIE and Series 99TO. John's focus areas include Investments, Financial Planning, Annuities, Retirement Planning, Mutual Funds, and Variable Annuities.
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.
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.
1
2
IN
10/12/2007 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
NH
11/21/1997 - 05/25/2010
JEFFERSON-PILOT VARIABLE CORPORATION (CONCORD NH)
NH
05/22/1984 - 10/12/2007
JEFFERSON PILOT SECURITIES CORPORATION (CONCORD NH)
NH
05/24/2004 - 07/26/2006
WINDWARD SECURITIES CORPORATION (CONCORD NH)
NH
07/20/2000 - 03/23/2001
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
BC
Issued 05/03/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/26/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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