Unclaimed
John Campbell Yackel is a financial advisor with Janney Montgomery Scott LLC in PHILADELPHIA, PA. John has been in the financial industry since 1999 and has experience in various aspects of financial advising, including portfolio management for individuals and businesses. John has a strong commitment to helping clients achieve their financial goals and providing them with personalized advice. John has a series 7, 6, 63 and 65 licenses and is registered as an Investment Advisor Representative in PA.
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.
Fee plus commission
1
2
PA
05/22/2023 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
IL
11/22/2013 - 02/17/2020
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
NJ
06/08/2011 - 07/16/2013
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
MD
04/29/2010 - 05/26/2011
FORTIGENT SECURITIES COMPANY, LLC. (ROCKVILLE MD)
PA
11/27/1992 - 12/01/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BC
Issued 09/15/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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