Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lynch is a financial advisor with over 17 years of experience in the industry. John is registered with United Planners' Financial Services Of America A Limited Partner and has been with them since January 2020. John holds both Series 7 and Series 66 securities licenses and has a background in providing financial advice to individuals, high net worth individuals, and corporations. John is also licensed to provide financial advice in 13 states. John's past experience also includes time at Woodbury Financial Services, Inc., and Questor Capital Corporation. John is committed to providing clients with personalized financial advice that helps them achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
01/24/2020 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
MO
03/01/2019 - 01/24/2020
WOODBURY FINANCIAL SERVICES, INC. (LAKE LOTAWANA MO)
MO
06/05/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (LAKE LOTAWANA MO)
KS
04/21/2006 - 06/12/2012
AXA ADVISORS, LLC (OVERLAND PARK KS)
BOTH
Issued 05/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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