Unclaimed
John Lamaris is a financial advisor at J.P. Morgan Securities LLC. John has been in the industry since 1995 and holds both Series 7 and Series 63 securities licenses. He is also a Certified Financial Planner. John has worked for several other firms in the past, including HSBC Securities (USA) Inc., PRUCO Securities, LLC, and Hartford Equity Sales Company Inc. John has a specialization in various areas, including fixed income, equities, mutual funds, variable annuities, and life insurance. John is registered to provide investment advice in several states including California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Minnesota, Nebraska, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, and Wisconsin.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/09/2018 - Present
J.p. Morgan Securities LLC (HUNTINGTON NY)
NY
03/27/2014 - 09/15/2014
HSBC SECURITIES (USA) INC. (EAST SETAUKET NY)
NJ
01/03/2013 - 03/25/2014
PRUCO SECURITIES, LLC. (NEWARK NJ)
NY
05/04/2005 - 01/03/2013
HARTFORD EQUITY SALES COMPANY INC. (HAUPPAUGE NY)
NY
06/23/2005 - 11/30/2012
WOODBURY FINANCIAL SERVICES, INC. (MELVILLE NY)
NY
06/17/2004 - 05/03/2005
ADVANCED PLANNING SECURITIES, INC. (SMITHTOWN NY)
NY
05/19/2003 - 06/17/2004
NIA SECURITIES, L.L.C. (NEW YORK NY)
NE
11/17/2000 - 06/11/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MD
05/01/1997 - 12/31/2000
H. BECK, INC. (ROCKVILLE MD)
NY
03/07/1996 - 05/02/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NY
11/21/1995 - 03/06/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 04/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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