Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Scott Birkby is a financial advisor registered with Commonwealth Financial Network. John has been in the financial services industry since 1983. He has a broad range of experience and holds licenses for Series 6, 7, 22, and SIE exams. John also holds a Certified Financial Planner designation. John has held previous positions with Lincoln Financial Securities Corporation and NYLIFE Securities Inc.. John has a background in fixed insurance sales, and real estate ownership and management. John can help you with various financial planning needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
03/18/2024 - Present
Commonwealth Financial Network (Lancaster NY)
NY
02/18/1998 - 03/20/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (LANCASTER NY)
NY
09/27/1983 - 02/20/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 08/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/26/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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