Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Ernest Lagana is a financial advisor who has been in the industry since 1987. John is currently registered with M Holdings Securities, Inc. and has been with the firm since 2001. Previously John was registered with MUTUAL SERVICE CORPORATION from 1990 to 2001 and HISTORIC SQUARE EQUITIES, INCORPORATED from 1987 to 1990. John holds Series 6, SIE, and Series 63 licenses. John is registered in Alabama, California, Florida, Georgia and South Carolina. M Holdings Securities, Inc. is a large firm that offers a variety of services, including financial planning, portfolio management, and educational seminars. The firm has over 10,000 clients and manages over $4.5 billion in assets.
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.
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.
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GA
05/03/2001 - Present
M Holdings Securities, Inc. (ATLANTA GA)
MA
04/10/1990 - 05/01/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
IL
01/20/1987 - 04/09/1990
HISTORIC SQUARE EQUITIES, INCORPORATED (CHICAGO IL)
BC
Issued 01/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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