Unclaimed
John Andrew Feeley is a financial advisor with over 26 years of experience in the industry. John is registered with LPL Financial LLC and has also held previous positions at M&T Securities, Inc., Allfirst Brokerage Corporation, Crestar Securities Corporation, and First Maryland Brokerage Corporation. John holds several licenses and designations including Series 6, 7, 24, 63, and 65, and the SIE. John is also a Certified Financial Planner. John has been providing financial advice for a diverse range of clients, including individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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.
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2
VA
06/09/2021 - Present
LPL Financial LLC (LEESBURG VA)
MD
05/01/2003 - 06/09/2021
M&T SECURITIES, INC. (UPPER MARLBORO MD)
MD
05/24/1999 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
VA
05/15/1998 - 03/31/1999
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
MD
03/24/1995 - 05/12/1998
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 06/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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