Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lijo? Claim Your ProfileLijo John is an investment advisor representative at Virtus Investment Advisers, Inc. Lijo has been in the securities industry since May 2009. Lijo is registered with the state of Connecticut as an investment advisor representative. Lijo John is also registered with the state of Pennsylvania as a broker-dealer. Lijo has passed the Series 66, Series 7, and SIE exams. Lijo is also a partner at RLT Ventures LLC, a company that invests in real estate.
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.
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Strategic management for diversified investment portfolios.
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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.
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2
PA
05/27/2014 - Present
Virtus Investment Advisers, Inc. (HUNTINGTON VALLEY PA)
NY
03/05/2012 - 04/24/2014
ING INVESTMENTS DISTRIBUTOR, LLC (NEW YORK NY)
NJ
04/02/2009 - 03/01/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
BOTH
Issued 12/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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