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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnny? Claim Your ProfileJohnny Michael Lavigne is a financial advisor with over 26 years of experience. Johnny is currently registered with Osaic Wealth, Inc. and has held previous roles at CADARET, GRANT & CO., INC., LPL FINANCIAL CORPORATION, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CITIGROUP GLOBAL MARKETS INC. and DEAN WITTER REYNOLDS INC. Johnny offers a range of financial services, including financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses. Johnny Michael Lavigne holds a Series 7, Series 24, Series 31, Series 63 and Series 65 license and holds an active registration in several states including New York and Florida.
CLIFTON PARK, NY
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.
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
NY
06/12/2024 - Present
Osaic Wealth, Inc. (CLIFTON PARK NY)
NY
08/27/2008 - 06/17/2024
CADARET, GRANT & CO., INC. (CLIFTON PARK NY)
NY
10/05/2007 - 09/08/2008
LPL FINANCIAL CORPORATION (CLIFTON PARK NY)
NY
02/18/2005 - 10/08/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLIFTON PARK NY)
NY
01/12/2001 - 03/11/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/17/1997 - 01/17/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 8/4/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/4/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/31/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 7/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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