Unclaimed
John Christopher Greenway is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and investment advisor. John has been working in the financial services industry since 1990. John is licensed to provide securities and investment advisory services in Arizona, California, Florida, Illinois, Maine, Maryland, Michigan, Missouri, Nevada, Oklahoma, Texas, Virginia, Washington, and Wyoming. John holds the Series 7, 8, 63, and 65 licenses, as well as the SIE exam. John has a strong track record of providing financial planning and portfolio management services to individuals, families, businesses, and charitable organizations. John is committed to helping clients achieve their financial goals.
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.
1
2
AZ
01/12/2018 - Present
LPL Financial LLC (MESA AZ)
MA
03/06/2003 - 06/01/2017
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
08/27/2001 - 02/14/2003
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NJ
05/10/2000 - 08/07/2001
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
09/24/1998 - 03/24/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
11/03/1995 - 09/14/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
OK
06/01/1995 - 11/16/1995
CAPITAL WEST SECURITIES, INC. (OKLAHOMA CITY OK)
MO
04/19/1994 - 06/01/1995
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NJ
01/01/1991 - 04/21/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
06/05/1990 - 01/01/1991
ROTAN MOSLE INC.
IA
Issued 02/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Greenway is the right advisor for you? Invested Better is here to help.