Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Leonard Lappin is a financial professional with over 4 years of experience in the financial services industry. John Lappin is currently registered with PFS Investments Inc. John Lappin is a Series 6, Series 26, and Series 63 licensed financial advisor. John Lappin specializes in providing investment advice and portfolio management services to individuals.
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.
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.
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MI
07/27/2021 - Present
PFS Investments Inc. (TROY MI)
MI
05/03/2019 - 09/13/2019
PFS INVESTMENTS INC. (TROY MI)
MI
09/23/2016 - 08/15/2017
GLP INVESTMENT SERVICES, LLC (FARMINGTON MI)
BC
Issued 11/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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