Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Daniel Flavin is a financial advisor with over 20 years of experience in the financial services industry. John is currently registered as a broker-dealer and investment advisor representative with IBN Financial Services, Inc. John has previously held positions with Guggenheim Funds Distributors, LLC, Guggenheim Distributors, LLC, Security Distributors, Inc., Nationwide Fund Distributors LLC, Prudential Securities Incorporated, and Monroe Parker Securities, Inc. John holds the Series 7, 63, 65, and 66 securities licenses and the SIE exam. John has a broad range of experience in the financial services industry, including providing financial planning and investment management services to individuals, corporations, and charitable organizations. John is committed to providing his clients with personalized financial advice and guidance to help them 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
1
2
CT
01/06/2022 - Present
IBN Financial Services, Inc. (Ridgefield CT)
NY
03/03/2014 - 01/13/2022
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (NEW YORK NY)
NY
10/23/2009 - 03/03/2014
GUGGENHEIM DISTRIBUTORS, LLC (NEW YORK NY)
KS
12/03/2008 - 11/06/2009
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
PA
09/12/2003 - 12/31/2007
NATIONWIDE FUND DISTRIBUTORS LLC (WEST CONSHOHOCKEN PA)
NY
06/18/1997 - 10/08/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/16/1995 - 04/16/1997
MONROE PARKER SECURITIES, INC. (PURCHASE NY)
IA
Issued 10/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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