Unclaimed
John Francis Demichael is a financial advisor with Janney Montgomery Scott LLC based in West Chester, PA. John has over 20 years of experience in the financial services industry. John has licenses to sell securities in 26 states. John's primary role is as an Investment Advisor Representative, providing financial advice to individuals and businesses. John's previous employers include LPL Financial LLC, Morgan Stanley, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. John is experienced in providing financial planning services and portfolio management.
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.
Fee plus commission
1
2
PA
01/17/2025 - Present
Janney Montgomery Scott LLC (WEST CHESTER PA)
NJ
12/02/2020 - 11/14/2022
LPL FINANCIAL LLC (MOUNT LAUREL NJ)
PA
06/01/2009 - 12/17/2020
MORGAN STANLEY (BRYN MAWR PA)
PA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BRYN MAWR PA)
MD
02/08/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 04/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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