Unclaimed
John Alfred Anderson is a financial advisor at Raymond James Financial Services Advisors, Inc. John has been a registered representative since 1995. His current branch location is in Coon Rapids, MN. John also owns and operates Anderson Financial Services, Inc. in Coon Rapids, MN. The company provides support services for the financial services industry. John also serves as the CEO and a Board Member for the Wayne W. Wittman Memorial Scholarship Fund. John has passed the Series 63, 66, 7, 9, 10, and SIE exams.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (COON RAPIDS MN)
FL
05/12/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MN
08/22/1995 - 05/12/1998
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
BOTH
Issued 09/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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