Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Dallas Mahshie is a financial professional with over 12 years of experience in the industry. John is registered with IBN Financial Services, Inc. and is licensed in 15 states. John specializes in 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
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2
NY
09/15/2021 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
NY
09/01/2010 - 12/22/2011
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
IA
Issued 01/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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