Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lombardi is a financial advisor with over 15 years of experience in the industry. John has a strong background in financial planning, portfolio management, and investment advisory services. John is currently registered with LPL Financial LLC and is a Certified Financial Planner. In addition to his work as a financial advisor, John also has experience in building permits and insurance. John is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
08/01/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
MA
05/23/2019 - 05/17/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (WORCESTER MA)
MA
06/13/2016 - 05/21/2019
CITIZENS SECURITIES, INC. (NATICK MA)
MA
12/11/2014 - 06/09/2016
SANTANDER SECURITIES LLC (CLINTON MA)
MA
09/26/2013 - 12/05/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST BOYLSTON MA)
MA
12/12/2012 - 05/13/2013
WELLS FARGO ADVISORS, LLC (WELLESLEY MA)
NY
12/15/2006 - 10/02/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/20/2006 - 12/15/2006
NEOVEST TRADING (NEW YORK NY)
CA
12/20/1996 - 08/11/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
05/21/1996 - 10/31/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 01/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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