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JI

John M. Izquierdo

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CRD#: 1324169
JI

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 M Izquierdo JR, who also goes by John Izquierdo Jr, was a registered financial advisor .

John is a previously registered financial advisor and started their career in finance in 1985. John had worked at 6 firms and has passed the Series 63, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Izquierdo Jr

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 22, 2000 - June 22, 2001

L&M FINANCIAL SERVICES

BD
CRD#: 26247
PARMA, OH
Past

January 1, 2000 - February 2, 2009

JMI FINANCIAL SERVICES, INC

RIA
CRD#: 105476
ROCKY RIVER, OH
Past

December 20, 1995 - December 23, 1999

HARBOUR INVESTMENTS, INC.

BD
CRD#: 19258
MADISON, WI
Past

January 4, 1991 - December 22, 1995

L&M FINANCIAL SERVICES

BD
CRD#: 26247
PARMA, OH
Past

March 30, 1990 - January 21, 1991

HARBOUR INVESTMENTS, INC.

BD
CRD#: 19258
MADISON, WI
Past

March 29, 1989 - March 30, 1990

HYDRA SECURITIES CORPORATION

BD
CRD#: 16095
Past

September 27, 1986 - April 5, 1989

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

October 3, 1985 - September 11, 1986

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031

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: 11/12/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LF
L&M FINANCIAL SERVICES
L&M FINANCIAL SERVICES | LAUREN & MERLIN INC.

CRD#: 26247 / SEC#: , 8-42456

BD
Terminated by SEC on 02/05/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Ohio since 03/07/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FERRANTE, LAUREN ANNECFO,CCO,PRESIDENT, ROSFP1138335
MILLER, HARRY PATRICKSHAREHOLDER2045928

Disclosures


Arbitration1

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


L&M FINANCIAL SERVICES

CRD#: 26247

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