Unclaimed
John Lehman Hagadorn is a financial advisor who has been in the industry for over 25 years. John is currently registered with Morgan Stanley. John previously worked for CITIGROUP GLOBAL MARKETS INC. and DEAN WITTER REYNOLDS INC.. John has a wide range of experience in the financial industry, including securities, investment advisory and insurance. John has a broad range of clients including high net worth individuals, corporations, insurance companies, charitable organizations, and state or municipal government entities. John is licensed to conduct business in all 50 states and the District of Columbia.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/02/2020 - Present
Morgan Stanley (Aventura FL)
FL
01/06/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AVENTURA FL)
NY
09/02/1999 - 12/22/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/04/1994 - 08/27/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 04/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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