Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lian is a financial advisor registered with The Ameriflex Group. John is licensed in MA and NH as an investment advisor representative. He provides financial planning services to individuals, businesses, and charitable organizations. John has been in the industry since 2004 and has been registered with The Ameriflex Group since 2024. He previously worked with LPL Financial LLC, MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities, MML Investors Services, Inc., and NYLIFE Securities Inc. John offers a range of services to help clients 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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
08/20/2024 - Present
THE Ameriflex Group (Worchester MA)
MA
02/02/2018 - 09/03/2024
LPL FINANCIAL LLC (WORCESTER MA)
MA
03/25/2017 - 02/05/2018
MML INVESTORS SERVICES, LLC (WORCESTER MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WORCESTER MA)
MA
08/07/2008 - 01/02/2015
NEW ENGLAND SECURITIES (WORCESTER MA)
MA
12/13/2007 - 08/05/2008
MML INVESTORS SERVICES, INC. (WESTBOROUGH MA)
NY
12/04/2001 - 06/10/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 05/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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