Unclaimed
John Sennett Holston is an investment advisor representative with LPL Financial LLC, based in Mount Laurel, New Jersey. John has been working in the financial industry since 2013, previously working with Morgan Stanley and MML Investors Services, LLC. John specializes in providing financial planning services to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. He is registered to provide investment advisory services in California, Florida, New Jersey, and Pennsylvania. John offers a variety of investment services including portfolio management, financial planning, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
05/02/2024 - Present
LPL Financial LLC (MOUNT LAUREL NJ)
NJ
06/19/2019 - 05/14/2024
MORGAN STANLEY (Mount Laurel NJ)
PA
01/19/2017 - 07/05/2018
MML INVESTORS SERVICES, LLC (BALA CYNWYD PA)
NJ
06/22/2013 - 11/01/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 09/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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