Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn George Chanda is a financial professional with over 23 years of experience in the financial services industry. John has worked with several firms, including MML Investors Services, LLC, ProEquities, Inc., UVEST Financial Services Group, Inc., A. G. Edwards & Sons, Inc., Advest, Inc., Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Morgan Stanley DW Inc. John currently works for LPL Financial LLC and has been registered with the firm since April 2024. John holds Series 7, 31 and 66 securities licenses. John is registered to offer securities in Alabama, Arkansas, California, Florida, Georgia, Illinois, Maryland, New Jersey, New York, Ohio, Tennessee, and Texas.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
04/18/2024 - Present
LPL Financial LLC (LAKE WORTH BEACH FL)
FL
08/17/2018 - 04/19/2024
MML INVESTORS SERVICES, LLC (WEST PALM BEACH FL)
FL
06/10/2010 - 08/30/2018
PROEQUITIES, INC. (NORTH PALM BEACH FL)
FL
11/15/2007 - 05/28/2010
UVEST FINANCIAL SERVICES GROUP, INC. (PALM BEACH GARDENS FL)
FL
12/02/2005 - 11/08/2007
A. G. EDWARDS & SONS, INC. (WEST PALM BEACH FL)
CT
01/28/2005 - 12/21/2005
ADVEST, INC. (HARTFORD CT)
MA
10/20/2004 - 02/01/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/21/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
09/25/2000 - 02/20/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 09/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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