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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John-michael? Claim Your ProfileJohn-michael Lenahan is a financial advisor with Alliancebernstein LP, a well-established firm managing over $651 billion in assets. John-michael has a diverse background in the financial services industry, having previously worked with J.P. Morgan Securities LLC and VALIC Financial Advisors, Inc. His experience spans across different areas of financial planning and investment management. John-michael is licensed to offer investment advisory services in a number of states, including Florida, New York, and Texas, among others. He holds multiple industry licenses and certifications, including Series 66, Series 31, Series 7 and SIE. He is also a Certified Financial Planner.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
10/06/2023 - Present
Alliancebernstein LP (MIAMI FL)
FL
03/15/2013 - 09/15/2016
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
04/16/2008 - 03/07/2013
VALIC FINANCIAL ADVISORS, INC. (POMPANO BEACH FL)
BOTH
Issued 05/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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