Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lewis Joy is a financial advisor registered in Indiana. John has been working in the industry since December 2003 and holds licenses for both broker-dealer and investment advisor roles. John is currently affiliated with LPL Enterprise, LLC and Valic Financial Advisors, Inc. John offers a variety of services to individuals and businesses, including financial planning, portfolio management, and educational seminars. John is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
IN
02/05/2025 - Present
LPL Enterprise, LLC (INDIANAPOLIS IN)
IN
02/13/2006 - 10/26/2006
IFMG SECURITIES, INC. (CARMEL IN)
NY
03/24/2004 - 01/09/2006
IFMG SECURITIES, INC. (PURCHASE NY)
NY
08/31/1998 - 01/16/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 12/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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