Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Matthew Lunghino is a financial advisor with over 30 years of experience in the financial services industry. John has a strong background in accounting, tax preparation, and insurance. John specializes in providing financial planning and investment management services to individuals, families, and businesses. John is a registered representative with WNY Asset Management, LLC and also a registered investment advisor in the state of New York. John also holds Series 6, 7, 63, and 66 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
NY
07/16/2020 - Present
WNY Asset Management, LLC (Amherst NY)
NY
08/02/2013 - 12/14/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (AMHERST NY)
NY
10/16/2006 - 08/07/2013
WALL STREET FINANCIAL GROUP, INC. (AMHERST NY)
NY
11/03/1993 - 10/19/2006
SECURITIES AMERICA, INC. (CHEEKTOWAGA NY)
BOTH
Issued 12/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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