Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lamont is a financial advisor with over 39 years of experience in the industry. John is registered with Spirit of America Management Corp. and has a Series 63 and Series 65 license. John is licensed to provide investment advice in 16 states including Connecticut, New York, Florida, Georgia, Illinois, and Maryland. John has previously worked at BUELL SECURITIES CORP., MOSELEY SECURITIES CORPORATION, SHEARSON LEHMAN BROTHERS INC., PRUDENTIAL-BACHE SECURITIES INC. and L. F. ROTHSCHILD, UNTERBERG, TOWBIN. John is also a principal and has Series 53 and Series 24 licenses. John Lamont can assist with financial planning, investment advice and portfolio management for both individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CT
03/28/2018 - Present
Spirit OF America Management Corp. (E Westport CT)
NA
10/26/1987 - 03/07/1988
BUELL SECURITIES CORP.
NA
03/27/1986 - 11/03/1987
MOSELEY SECURITIES CORPORATION
NA
09/28/1984 - 05/05/1986
SHEARSON LEHMAN BROTHERS INC.
NA
09/23/1982 - 10/17/1984
PRUDENTIAL-BACHE SECURITIES INC.
NA
02/11/1982 - 09/23/1982
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
NA
11/28/1981 - 01/29/1982
BEAR, STEARNS & CO.
IA
Issued 05/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/15/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1985
Series 5 - Interest Rate Options Examination
BC
Issued 04/19/1985
Series 3 - National Commodity Futures Examination
BC
Issued 03/07/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 12/17/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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