Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn R Lung is a financial advisor associated with Ameriprise Financial Services, LLC. John has over 20 years of experience in the financial industry, having worked with several firms, including Merrill Lynch, Wachovia Securities, LLC and Nationwide Advisory Services, Inc. John holds the Series 7, Series 63, and Series 65 licenses and has the SIE certification. John specializes in a variety of areas, including Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars and Portfolio Management for Businesses and Individuals.
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.
Asset allocation services
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
OH
07/16/2009 - Present
Ameriprise Financial Services, LLC (TOLEDO OH)
OH
05/14/2007 - 01/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOLEDO OH)
OH
03/22/2002 - 03/02/2007
WACHOVIA SECURITIES, LLC (TOLEDO OH)
OH
05/16/2000 - 06/28/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
IA
Issued 04/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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