Unclaimed
John McLean is a financial advisor with Raymond James & Associates, Inc. with offices in Edina, Minnesota, Pensacola Beach, Florida, and Eagan, Minnesota. John McLean has been a financial advisor for over 11 years. John McLean holds a Series 66 license, along with Series 7 and SIE licenses. John McLean provides financial planning, portfolio management, and educational seminars. John McLean's previous experience was with Morgan Stanley and Morgan Stanley Private Bank, National Association.
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.
Please see note in schedule d - miscellaneous
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
MN
11/01/2021 - Present
Raymond James & Associates, Inc. (EDINA MN)
MN
01/01/2013 - 10/29/2015
MORGAN STANLEY (BLOOMINGTON MN)
BOTH
Issued 01/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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