Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Orem is a financial advisor with Commonwealth Financial Network and has been in the industry since February 25, 2001. John David Orem is registered with FINRA and has a Series 6, Series 7 and Series 63 license. John David Orem also holds the Certified Financial Planner designation. John David Orem has previously been employed by Grove Point Investments, LLC, SunTrust Investment Services, Inc., SunTrust Securities, Inc., Crestar Securities Corporation and Financial Network Investment Corporation.
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.
1
2
MD
09/08/2021 - Present
Commonwealth Financial Network (Rockville MD)
MD
05/11/2010 - 09/09/2021
GROVE POINT INVESTMENTS, LLC (ROCKVILLE MD)
DC
10/10/2003 - 08/13/2009
SUNTRUST INVESTMENT SERVICES, INC. (WASHINGTON DC)
GA
05/26/2000 - 10/24/2001
SUNTRUST SECURITIES, INC. (ATLANTA GA)
VA
05/25/1999 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
CA
06/21/1996 - 05/28/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 02/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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