Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Reagan is a financial advisor with over 14 years of experience in the industry. John is currently registered with M Holdings Securities, Inc. and is located in ST. LOUIS, Missouri. John has a Series 7, Series 63, Series 66, and Series 6TO licenses as well as the SIE designation. Prior to joining M Holdings Securities, Inc., John worked for EDWARD JONES for over three years. John specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. John also has experience with insurance sales and employee benefits. John is committed to providing his clients with personalized financial advice and guidance.
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.
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MO
08/19/2024 - Present
M Holdings Securities, Inc. (ST. LOUIS MO)
MO
11/10/2008 - 05/24/2012
EDWARD JONES (KIRKWOOD MO)
BC
Issued 07/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/11/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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