Unclaimed
John Leahy has been working in the financial industry since 1988. John is a registered representative of Ameriprise Financial Services, LLC and is licensed to provide investment advice in New Hampshire and New York. John has a broad range of experience working with individual and institutional clients. John is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
NH
04/16/2021 - Present
Ameriprise Financial Services, LLC (BEDFORD NH)
MI
03/13/2009 - 10/14/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
NJ
10/20/2004 - 02/10/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GLEN ROCK NJ)
NY
11/23/1988 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 11/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 11/12/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/16/1993
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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