Unclaimed
John Patrick Walsh is a securities professional registered with the state of Massachusetts. John has worked in the financial services industry for over 7 years. John currently works for Jefferies LLC, where they began working on July 8, 2015. John has also worked for BB&T Securities, LLC. John passed the Uniform Securities Agent State Law Examination (Series 63), the Securities Industry Essentials Examination (SIE), and the Investment Banking Registered Representative Examination (Series 79). John is registered with the state of Massachusetts and New York.
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.
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.
1
2
MA
07/08/2015 - Present
Jefferies LLC (BOSTON MA)
MA
07/08/2015 - 07/15/2015
BB&T SECURITIES, LLC (BOSTON MA)
BC
Issued 06/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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