Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lutz is an investment advisor representative with The Ameriflex Group. John has been in the financial services industry since 1983. John is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). John has a wide range of experience in the financial services industry, including investment advisory, investment related, financial planning, and securities trading. John holds the Series 6, 22, 42, and 62 securities licenses.
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.
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
01/01/2023 - Present
THE Ameriflex Group (La Mesa CA)
CA
07/13/2009 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LA MESA CA)
CA
09/04/2008 - 07/09/2009
SAGEPOINT FINANCIAL, INC. (LA MESA CA)
CA
03/01/1996 - 09/09/2008
MML INVESTORS SERVICES, INC. (LA JOLLA CA)
NA
01/04/1993 - 03/01/1996
G. R. PHELPS & CO., INC.
MA
05/01/1986 - 12/31/1992
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
10/19/1983 - 05/06/1986
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
11/03/1983 - 05/02/1986
MML INVESTORS SERVICES, INC.
BC
Issued 02/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1998
Series 42 - Registered Options Representative Examination
BC
Issued 06/24/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/23/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Lutz is the right advisor for you? Invested Better is here to help.
