Unclaimed
Johan Scholdstrom is a financial advisor with Commonwealth Financial Network, with offices in Malvern, PA. Johan has been in the financial services industry since January 22, 1991. Johan holds the Series 6, 7, and SIE licenses as well as the Series 63 license. Prior to joining Commonwealth Financial Network, Johan worked for CAPITAL ANALYSTS, INCORPORATED, WALNUT STREET SECURITIES, INC. and HORNOR, TOWNSEND & KENT, INC. Johan has also been a President of POVEY & SCHOLDSTROM, INC. and an agent for INSURANCE & INVESTMENT STRATEGIES.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
09/10/2010 - Present
Commonwealth Financial Network (Malvern PA)
PA
11/04/2002 - 07/02/2007
CAPITAL ANALYSTS, INCORPORATED (PHOENIXVILLE PA)
CA
08/21/1995 - 11/01/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
PA
01/21/1991 - 08/29/1995
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 02/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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