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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 Edward Foley is a registered investment advisor representative with Wayzata Investment Partners LLC. John Foley has been in the securities industry since January 4, 1993. John Foley is registered with the state of Massachusetts. John Foley's current registrations are held with Wayzata Investment Partners LLC. John Foley has a Series 63 and a Series 65 license. John Foley is a Series 6 licensee. The firm's main office is located in Wayzata, Minnesota.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MN
07/13/2004 - Present
Wayzata Investment Partners LLC (WAYZATA MN)
NY
01/04/1993 - 04/25/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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