Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lyons is a financial advisor with Morgan Stanley, where John has been working since September 2023. John is licensed and registered in multiple states across the US. Prior to joining Morgan Stanley, John worked at Fidelity Brokerage Services LLC and has significant experience in the financial services industry. John's areas of specialization include financial planning, portfolio management, asset allocation advice, and pension consulting. John also provides educational seminars. John's professional qualifications include the Series 63, Series 65, and Series 7TO exams as well as the SIE exam.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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 advice
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.
See schedule d miscellaneous
1
2
IL
01/10/2024 - Present
Morgan Stanley (Oak Brook IL)
TX
10/28/2022 - 07/25/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 10/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure John Lyons is the right advisor for you? Invested Better is here to help.
