Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Balsis is a financial professional with over 30 years of experience in the financial services industry. John is currently registered with Allstate Financial Services, LLC in California. John has a strong background in the securities industry and has held licenses and registrations with several firms throughout his career. John holds FINRA Series 6, 22 and 63 licenses, and the SIE exam. John has been registered with John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, Transamerica Financial Resources, Inc., MML Investors Services, Inc., Massachusetts Mutual Life Insurance Company, Connecticut Mutual Financial Services, Inc., and Securities Management & Research, Inc.
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.
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.
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2
CA
07/22/1999 - Present
Allstate Financial Services, LLC (HUNTINGTON BEACH CA)
MA
02/10/1993 - 08/21/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/10/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
CA
09/09/1991 - 01/22/1993
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
MA
12/21/1987 - 05/31/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
12/21/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
06/23/1986 - 11/24/1987
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
03/18/1985 - 06/18/1986
SECURITIES MANAGEMENT & RESEARCH, INC.
BC
Issued 09/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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