Unclaimed
John A. Franchi is a financial advisor with Private Advisor Group, LLC. John has been in the financial services industry since 2012. John holds a Series 7, Series 63 and Series 65 license, as well as the Securities Industry Essentials (SIE) Examination. John provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars. John is registered with the state of New Jersey as both a broker-dealer and an investment advisor representative.
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.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
NJ
03/03/2016 - Present
Private Advisor Group, LLC (BEDMINSTER NJ)
NJ
06/28/2012 - 09/18/2013
NFP SECURITIES, INC. (FAIRFIELD NJ)
BC
Issued 07/22/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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