Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Beatty Lynch is a financial advisor registered with First Trust Advisors LP, located in Wheaton, IL. John has been in the industry since March 1999 and is currently licensed in Illinois and Indiana as a broker-dealer. John has a Series 7, Series 63, and Series 65 license and has a SIE certification.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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2
IL
08/01/2011 - Present
First Trust Advisors LP (WHEATON IL)
IL
05/04/2004 - 08/08/2011
OPPENHEIMER & CO. INC. (CHICAGO IL)
IL
03/05/1999 - 04/19/2004
NUVEEN INVESTMENTS, LLC (CHICAGO IL)
IA
Issued 04/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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