Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Floyd Yerger is a financial advisor with over 35 years of experience in the industry. John has a Series 7, Series 63 and SIE licenses. John is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked for Morgan Stanley, Wells Fargo Advisors, LLC, First Union Capital Markets Corp., Lehman Brothers Inc., PaineWebber Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John is a member of the Sunnehanna Amateur Tournament Subcommittee. John provides a range of financial services to clients, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. John also provides hourly and fixed rate consultations to clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
09/30/2021 - Present
Raymond James Financial Services Advisors, Inc. (Johnstown PA)
PA
07/30/2010 - 10/26/2021
MORGAN STANLEY (GREENSBURG PA)
PA
10/01/1999 - 08/02/2010
WELLS FARGO ADVISORS, LLC (JOHNSTOWN PA)
NC
05/04/1992 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
10/25/1988 - 05/11/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/01/1988 - 11/03/1988
PAINEWEBBER INCORPORATED
NA
10/22/1985 - 02/10/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 11/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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