Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Sorensen is a financial advisor with Edward Jones, based in Evanston, Illinois. John has over 35 years of experience in the financial services industry, and holds several licenses and certifications, including Series 3, 7, 9, 10, 24, 63 and 65. John provides financial planning, portfolio management, and other investment-related services to individuals and businesses. John is passionate about helping people achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
MO
08/30/2016 - Present
Edward Jones (ST LOUIS MO)
IL
08/09/2010 - 08/23/2016
NATIONAL SECURITIES CORPORATION (LOMBARD IL)
IL
01/08/2009 - 08/05/2010
WELLS FARGO ADVISORS, LLC (LAKE FOREST IL)
IL
08/16/2007 - 12/15/2008
WACHOVIA SECURITIES, LLC (LAKE FOREST IL)
NY
01/01/2004 - 12/20/2005
PRU GLOBAL SECURITIES, LLC (NEW YORK NY)
NY
10/29/1996 - 01/01/2004
PRUDENTIAL EQUITY GROUP, INC. (NEW YORK NY)
NY
07/01/1996 - 09/19/1996
E. D. & F. MAN INTERNATIONAL INC. (NEW YORK NY)
IL
08/12/1992 - 07/01/1996
INDEX SECURITIES, INC. (CHICAGO IL)
NA
10/24/1988 - 06/19/1992
THE CHICAGO CORPORATION
IL
07/07/1986 - 06/19/1992
THE CHICAGO CORPORATION (CHICAGO IL)
IA
Issued 09/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/28/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2014
Series 4 - Registered Options Principal Examination
BC
Issued 04/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1985
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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