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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Stephen Maresh has over 30 years of experience in the financial services industry. John currently works as a registered representative and financial advisor with Lasalle Investment Advisors, Inc. Based in Pewaukee, Wisconsin, John provides financial advice and portfolio management services to individuals and high-net-worth individuals. John has a wide range of experience in the financial services industry, having previously worked with Freedom Investors Corp., EZ Stocks, Inc., Wellington Investment Services Corp., MIMLIC Sales Corporation, Economic Resources, Inc., and First Securities Corporation.
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.
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.
1
2
WI
01/08/1999 - Present
Lasalle Investment Advisors, Inc. (PEWAUKEE WI)
WI
01/29/2008 - 07/10/2017
FREEDOM INVESTORS CORP. (PEWAUKEE WI)
WI
03/31/2003 - 02/04/2008
EZ STOCKS, INC. (BROOKFIELD WI)
WI
12/07/2000 - 11/15/2002
WELLINGTON INVESTMENT SERVICES CORP. (BROOKFIELD WI)
NA
02/10/1988 - 03/02/1993
MIMLIC SALES CORPORATION
NA
08/03/1984 - 01/23/1988
ECONOMIC RESOURCES, INC.
NA
06/08/1982 - 08/22/1984
FIRST SECURITIES CORPORATION
BC
Issued 01/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/07/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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