Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Loden is an investment advisor representative with MAI Capital Management, LLC. John has been in the financial services industry since 1986. John's experience includes roles at CETERA ADVISORS LLC, INVESTORS CAPITAL CORP., and JEFFERSON PILOT SECURITIES CORPORATION. John holds Series 63, 65 and 7 licenses, and the SIE certification. John is registered in Florida as an Investment Advisor Representative.
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.
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.
Due diligence/research
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
FL
11/27/2022 - Present
MAI Capital Management, LLC (Naples FL)
FL
09/10/2016 - 10/06/2022
CETERA ADVISORS LLC (NAPLES FL)
FL
04/17/2006 - 10/03/2016
INVESTORS CAPITAL CORP. (NAPLES FL)
FL
01/03/1995 - 03/24/2006
JEFFERSON PILOT SECURITIES CORPORATION (NAPLES FL)
NY
02/16/1993 - 12/31/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
07/19/1991 - 12/14/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
12/06/1988 - 12/18/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/06/1988 - 12/18/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
11/11/1987 - 07/23/1988
SHELTER ROCK SECURITIES CORP.
NA
10/22/1986 - 10/23/1987
THE STUART-JAMES COMPANY, INC.
IA
Issued 01/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Loden is the right advisor for you? Invested Better is here to help.
