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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Lunney is an investment advisor representative. John Paul Lunney is registered with Cuso Financial Services, LP and has been in the industry since December 23, 2014. John Paul Lunney has experience at several firms including BBVA Securities Inc. and Fifth Third Securities, Inc. John Paul Lunney holds licenses for both Series 6 and Series 66. John Paul Lunney has specialized expertise in several areas including retirement planning, asset allocation, mutual funds and fixed income.
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
09/02/2021 - Present
Cuso Financial Services, LP (ORANGE PARK FL)
FL
02/18/2016 - 08/23/2021
BBVA SECURITIES INC. (JACKSONVILLE FL)
FL
04/13/2015 - 01/11/2016
FIFTH THIRD SECURITIES, INC. (JACKSONVILLE FL)
FL
11/19/2013 - 04/22/2014
WELLS FARGO ADVISORS, LLC (NAPLES FL)
BOTH
Issued 10/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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