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 Lenihan is a financial professional with over 35 years of experience in the financial services industry. John is currently registered with Equitable Advisors, LLC and has a branch office in Windermere, Florida. John has a wide range of experience and holds multiple licenses and certifications, including Series 7, Series 63, Series 65 and SIE. John has previously held positions at several other firms, including The Equitable Life Assurance Society of the United States, Hibbard Brown & Co., Inc., Sherwood Capital, Inc., and First Jersey Securities, Inc. John specializes in providing financial advice to individuals and families, including financial planning, pension consulting, educational seminars, and portfolio management.
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.
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.
1
2
FL
03/20/2023 - Present
Equitable Advisors, LLC (WINDERMERE FL)
NY
09/02/1988 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
05/24/1988 - 06/22/1988
HIBBARD BROWN & CO., INC.
NA
02/02/1987 - 05/28/1988
SHERWOOD CAPITAL, INC.
NA
03/19/1986 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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