Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Loren Hagemeyer is a registered representative with Avantax Advisory Services. John has been in the financial services industry since 1994 and is currently registered in 11 states. John is a Series 63 and Series 7 licensed professional, as well as a SIE qualified representative. John's previous employers include LCM Financial Services, Inc. and Principal Financial Securities, Inc. John currently works in Avantax Advisory Services’ Albuquerque, NM branch office and is a Managing Member of John L Hagemeyer LLC, a tax and accounting consulting firm.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NM
10/31/2002 - Present
Avantax Advisory Services (ALBUQUERQUE NM)
CA
09/18/1995 - 07/18/1996
LCM FINANCIAL SERVICES, INC. (SACRAMENTO CA)
TX
06/20/1994 - 06/13/1995
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
BC
Issued 07/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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