Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Lahey has been in the financial services industry since 1994 and is currently registered with Fidelity Personal AND Workplace Advisors. John has experience with a variety of firms including Lincoln Financial Advisors Corporation, SunTrust Investment Services, Inc., and BANC OF AMERICA INVESTMENT SERVICES, INC. John's expertise includes financial planning, portfolio management for individuals and businesses, and educational seminars. He is registered with the Securities and Exchange Commission and has passed the Series 63, Series 65, Series 7 and Series 26 exams.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/28/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
12/15/2011 - 09/08/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (HOUSTON TX)
GA
09/24/2007 - 09/02/2011
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
05/09/2005 - 09/14/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
CA
08/08/2003 - 03/17/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MA
11/06/2001 - 02/05/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
TN
04/12/2001 - 11/08/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
03/18/1996 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
VA
06/01/1995 - 03/25/1996
GNA SECURITIES, INC. (GLEN ALLEN VA)
MN
09/26/1991 - 10/20/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/26/1991 - 10/20/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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