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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Alan Pelham is a financial advisor with over 39 years of experience in the industry. John Alan Pelham is registered with Ameritas Advisory Services, LLC and has a Series 6, 7, 22, 24, 53, 63 and 65 license. John Alan Pelham also has experience with The Advisors Group, Inc. and Allmerica Investments, Inc. John Alan Pelham provides financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
AL
03/31/2023 - Present
Ameritas Advisory Services, LLC (HOMEWOOD AL)
MD
03/02/1998 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
MA
06/02/1986 - 03/05/1998
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NA
03/21/1984 - 06/13/1986
FIRST INVESTORS CORPORATION
IA
Issued 10/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/12/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1991
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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