Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edward Saunders is an investment advisor representative with CWM, LLC. John has been in the financial industry for over 24 years, and has a wide range of experience in investment advisory services. John is registered to provide investment advisory services in multiple states.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
01/12/2015 - Present
CWM, LLC (OMAHA NE)
MD
12/08/2003 - 01/19/2017
LPL FINANCIAL LLC (HAGERSTOWN MD)
IA
01/21/2003 - 12/18/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IN
08/15/2001 - 01/29/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/15/2001 - 01/29/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
02/02/1999 - 08/16/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IN
08/06/1998 - 02/02/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 04/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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