Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Roland St marie has been in the financial services industry since 1985. John is currently registered with Lincoln Investment and Capital Analysts. John has been with Lincoln Investment since 2012 and with Capital Analysts since 2018. John is also a licensed insurance producer, selling insurance and annuities. John provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
05/02/2012 - Present
Lincoln Investment (WORCESTER MA)
MA
09/30/2005 - 04/30/2012
LEGEND EQUITIES CORPORATION (WORCESTER MA)
OH
02/20/1997 - 10/07/2005
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IN
01/08/1986 - 02/21/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
01/08/1986 - 04/29/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
CT
03/18/1989 - 09/28/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
01/08/1986 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
10/30/1984 - 09/19/1985
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 02/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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