Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lawrence Freemire is a financial advisor with Mercer Global Advisors Inc. John has been in the financial services industry for over nine years. John has a strong background in providing financial advice to individuals, families, and businesses. John has experience working with a wide range of clients, including high-net-worth individuals, families, and businesses. John is committed to helping clients achieve their financial goals. John is a Certified Financial Planner, and holds Series 7, 9, 10, 63, 66, and SIE licenses.
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.
Trust services, estate planning, tax return preparation, consultation
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
CO
12/12/2024 - Present
Mercer Global Advisors Inc. (Boulder CO)
VA
01/15/2021 - 07/22/2024
TMF INVESTMENTS (ALEXANDRIA VA)
CO
01/22/2016 - 10/21/2020
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
08/10/2015 - 01/19/2016
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
BOTH
Issued 02/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/14/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Freemire is the right advisor for you? Invested Better is here to help.
