Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lovatt Whilesmith is a financial advisor with over 20 years of experience in the financial services industry. John is currently registered with Nylife Distributors LLC and holds the Series 7 and Series 63 securities licenses. John has a diverse background, having previously worked for firms such as Quasar Distributors, LLC, Morgan Stanley DW Inc., Deutsche Bank Securities Inc., and DB Alex. Brown LLC. John's experience and expertise make him a valuable resource for clients seeking financial guidance and investment solutions.
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.
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.
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NJ
03/20/2013 - Present
Nylife Distributors LLC (Jersey City NJ)
ME
09/20/2007 - 08/02/2012
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NY
10/08/2003 - 09/15/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/13/2001 - 08/16/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
08/28/1998 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
BC
Issued 12/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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