Unclaimed
John McFadden is a financial advisor with Ameriprise Financial Services, LLC. John has been working in the financial services industry since 1982, and has experience with a variety of firms including Wells Fargo Clearing Services, LLC and Morgan Stanley Smith Barney. John is licensed in multiple states, including New Jersey, Pennsylvania, and many others. John specializes in portfolio management for both businesses and individuals, financial planning, and pension consulting. John also provides educational seminars and asset allocation services 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.
Asset allocation services
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.
1
2
NJ
09/01/2023 - Present
Ameriprise Financial Services, LLC (MOUNT LAUREL NJ)
NJ
05/24/2012 - 09/21/2023
WELLS FARGO CLEARING SERVICES, LLC (MARLTON NJ)
NJ
06/01/2009 - 06/04/2012
MORGAN STANLEY SMITH BARNEY (MEDFORD NJ)
NJ
09/04/1984 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MEDFORD NJ)
NA
04/29/1982 - 08/31/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 02/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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