Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Miles Lancaster is a financial professional with over 35 years of experience in the industry. He is a Registered Representative and Investment Advisor Representative with Ausdal Financial Partners, Inc. John is also the President of The Lancaster Company Inc., where he provides insurance sales and brokerage services. John holds Series 7 and 63 licenses and is a Certified Financial Planner™ and Chartered Financial Consultant. He has a strong background in portfolio management, financial planning and insurance.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
IL
07/16/2010 - Present
Ausdal Financial Partners, Inc. (ARLINGTON HEIGHTS IL)
IL
12/03/2002 - 01/30/2009
WATERSTONE FINANCIAL GROUP, INC. (GLEN ELLYN IL)
NY
02/22/2001 - 12/03/2002
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
SC
09/05/2000 - 03/05/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
05/03/1999 - 09/05/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/24/1992 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
OH
09/24/1984 - 07/21/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 03/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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