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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 Edmunds is an Investment Advisor Representative with Commonwealth Financial Network in Roanoke, Virginia. John has been in the financial services industry since 1999 and has a Series 7, Series 6, Series 63 and Series 65 license. John is also a Certified Financial Planner. He is a partner and co-owner of Valley Tax Solutions, LLC which offers tax preparation services, and co-owner of SageCreek Properties, LLC a private entity that owns and manages a commercial office property in Roanoke, Virginia. John offers financial planning, portfolio management for individuals and businesses, and pension consulting services to individuals, high net worth individuals, 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.
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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VA
08/07/2018 - Present
Commonwealth Financial Network (Roanoke VA)
VA
07/30/2018 - 12/31/2021
COMMONWEALTH FINANCIAL NETWORK (Roanoke VA)
VA
03/25/2017 - 08/02/2018
MML INVESTORS SERVICES, LLC (ROANOKE VA)
VA
05/19/1999 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ROANOKE VA)
VA
05/19/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROANOKE VA)
IA
Issued 05/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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