Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lahoud is an investment advisor representative with Rockefeller Financial LLC. John is licensed to provide investment advice in the state of Florida. John has been in the financial services industry since October 25, 2000. John has passed the Series 7, Series 10, Series 9, Series 31, and Series 66 exams. Prior to joining Rockefeller Financial LLC, John was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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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2
NY
06/12/2021 - Present
Rockefeller Financial LLC (New York NY)
NY
09/09/2013 - 06/14/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
05/04/2007 - 09/17/2013
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
NY
10/25/2000 - 05/08/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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