Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lawler is a financial advisor with Ameritas Advisory Services, LLC. John has been in the financial services industry since 1998, and has a broad range of experience working with clients. John has Series 6, 63 and 65 licenses and holds the SIE designation. John is an active member of the industry, serving as President of NAIFA-South Dakota and is licensed as an independent insurance agent to sell fixed insurance products. John is also the owner of 2J's LLC, a property holding company.
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.
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
SD
11/01/2021 - Present
Ameritas Advisory Services, LLC (SIOUX FALLS SD)
SD
10/08/1998 - 06/30/2006
CARILLON INVESTMENTS, INC. (SIOUX FALLS SD)
MN
05/06/1998 - 10/13/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 09/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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