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JF

John K. Finn

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CRD#: 1057323
JF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Kevin Finn was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1982. John had worked at 2 firms and has passed the Series 63, Series 7, Series 6, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 15, 1985 - October 3, 1996

THE INVESTMENT FIRM

BD
CRD#: 16417
DUBUQUE, IA
Past

July 22, 1982 - November 10, 1987

DUBUQUE HOLDING COMPANY

BD
CRD#: 2298

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/21/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TI
THE INVESTMENT FIRM
DUBUQUE HOLDING COMPANY | THE INVESTMENT FIRM | INVESTMENT PLANNING, INC. | FIN INVESTMENT SECURITIES CORP.

CRD#: 16417 / SEC#: , 8-12677

BD
Terminated by SEC on 03/28/1997
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Contact information


Main Address
Mailing Address
Phone number
Established
Iowa since 03/02/1955
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE INVESTMENT FIRM

CRD#: 16417

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