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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmund? Claim Your ProfileEdmund Kean John is a financial advisor with Bankers Life Advisory Services, Inc. based in KING OF PRUSSIA, PA. Edmund has over 20 years of experience in the financial services industry, with a focus on providing financial planning and portfolio management services to individuals and families. He has a strong track record of helping clients achieve their financial goals. Edmund is registered with the state of Pennsylvania and several other states and has several certifications, including the Series 66 and Series 24 licenses. He is also a Chartered Financial Consultant (ChFC®). Edmund is committed to providing his clients with personalized service and is dedicated to helping them make informed financial decisions.
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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
PA
04/14/2016 - Present
Bankers Life Advisory Services, Inc. (KING OF PRUSSIA PA)
PA
10/05/2010 - 02/05/2016
PROEQUITIES, INC. (KING OF PRUSSIA PA)
PA
12/14/2006 - 01/23/2009
PERSHING LLC (MALVERN PA)
PA
05/15/2000 - 11/15/2006
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BOTH
Issued 07/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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