Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Leslie Sanford has been a registered representative in the securities industry since 1988. John has experience in a number of areas including financial planning, portfolio management for individuals and businesses, pension consulting, and publication of periodicals. John is currently registered with M Holdings Securities, Inc. and has been with the firm since 2006. John is licensed in 25 states and has a Series 7 and Series 63 license. John has been actively involved in the financial services industry for over 30 years and has a proven track record of success.
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.
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.
1
2
CA
06/01/2006 - Present
M Holdings Securities, Inc. (OXNARD CA)
CA
01/28/1997 - 06/29/2006
TBG FINANCIAL (LOS ANGELES CA)
NJ
09/26/2000 - 09/17/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
01/27/1993 - 04/10/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
11/01/1989 - 12/31/1992
G. R. PHELPS & CO., INC.
NA
04/21/1988 - 12/31/1988
MUTUAL SERVICE CORPORATION
BC
Issued 12/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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