Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Terrell Lady is a financial advisor with over 30 years of experience in the financial services industry. John has held various roles with different firms including Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated and VSR Financial Services, Inc. John is currently registered with Diversify Advisory Services, LLC. John is a Series 6, 7, 63 and 65 licensed advisor. John is also a Chartered Financial Consultant. John provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. John's specializations include retirement planning, college savings, insurance, and estate planning.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
12/26/2023 - Present
Diversify Advisory Services, LLC (Greenville SC)
SC
09/19/2008 - 07/29/2016
VSR FINANCIAL SERVICES, INC. (GREENVILLE SC)
SC
06/04/1990 - 09/19/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENVILLE SC)
WI
04/05/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Lady is the right advisor for you? Invested Better is here to help.
