Unclaimed
John Flanagan is a financial advisor with Fifth Third Securities, Inc. John has been working in the financial industry since 2013. John is licensed to provide financial advice in the state of Florida. John is a Registered Representative, and an Investment Advisor Representative. John holds a Series 63, 65 and Series 6TO license, as well as the SIE. John is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). John specializes in providing financial advice to individuals, families, and businesses. John is committed to providing personalized financial advice and helping their clients achieve their financial goals.
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.
Sponsor wrap fee program
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
FL
07/25/2019 - Present
Fifth Third Securities, Inc. (LARGO FL)
IA
Issued 7/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/2/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 2/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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