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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph Lomba is a financial advisor at Ameriprise Financial Services, LLC, located in Lakewood Ranch, FL. John has been working in the financial industry since 1997 and is registered with both FINRA and the state of Texas. John specializes in retirement planning, college savings, insurance, and investment management. He is dedicated to providing personalized financial advice to help clients 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.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
03/28/2022 - Present
Ameriprise Financial Services, LLC (Lakewood Ranch FL)
MN
02/23/2010 - 06/24/2016
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
FL
03/27/2007 - 02/05/2010
METLIFE SECURITIES INC. (TAMPA FL)
NY
03/27/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
PA
04/20/2005 - 05/03/2006
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NC
08/28/2001 - 11/27/2001
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
11/04/1996 - 08/20/2001
CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)
MA
06/27/1996 - 10/08/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/27/1996 - 10/08/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
07/01/1993 - 03/05/1996
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 07/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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