Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lyden is a financial professional with over 25 years of experience in the industry. He has held various roles at prominent financial institutions, including Oppenheimer & Co. Inc., Telsey Advisory Group LLC, Sanford C. Bernstein & Co., LLC, SGI, LLC, and Waterhouse Securities, Inc. John holds Series 7, 9, 10, 25, 55, 57TO, and SIE licenses. His expertise includes portfolio management for individuals, businesses, and pooled investment vehicles. John also provides financial planning, pension consulting, and selection of other advisors services to clients.
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.
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.
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.
1
2
NY
03/17/2014 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
12/02/2013 - 03/05/2014
TELSEY ADVISORY GROUP LLC (NEW YORK NY)
NY
05/14/2001 - 05/14/2013
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
04/13/1999 - 05/11/2001
SGI, LLC (NEW YORK NY)
NE
10/09/1996 - 04/13/1999
WATERHOUSE SECURITIES, INC. (OMAHA NE)
BC
Issued 10/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/13/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/17/1999
Series 25 - NYSE Trading Assistant Examination
BC
Issued 10/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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