Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kevin Maloney is a financial advisor with over 38 years of experience in the financial services industry. John is currently registered with LPL Financial LLC and has been with the firm since July 2021. Prior to joining LPL Financial LLC, John was a registered representative at Waddell & Reed for 37 years. John's expertise includes financial planning, portfolio management, and retirement planning. John has a wide range of certifications, including the Series 7, Series 6, Series 22, Series 24, Series 63, and Series 65 licenses. John also holds the Certified Financial Planner designation. John is committed to providing his clients with personalized financial advice to help them 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.
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.
1
2
OK
07/21/2021 - Present
LPL Financial LLC (EDMOND OK)
OK
06/06/1984 - 07/21/2021
WADDELL & REED (EDMOND OK)
IA
Issued 09/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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