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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Mark Fleck is a financial advisor in Westwood, NJ, working with Raymond James & Associates, Inc.. John has more than 30 years of experience in the financial services industry. He is a registered representative in New Jersey and Texas, as well as an investment advisor representative in New Jersey and Texas. John's main focus is on portfolio management for individuals and businesses. He also provides financial planning and pension consulting services. John is committed to helping clients achieve their financial goals.
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
NJ
11/13/2023 - Present
Raymond James & Associates, Inc. (Westwood NJ)
NJ
04/07/1993 - 11/01/2016
EDWARD JONES (WESTWOOD NJ)
NY
12/03/1990 - 04/12/1993
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NY
04/17/1989 - 12/06/1990
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
03/06/1989 - 05/02/1989
MABON, NUGENT & CO.
NA
02/29/1988 - 03/06/1989
A. G. EDWARDS & SONS, INC.
NA
08/28/1985 - 03/08/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
08/26/1982 - 08/02/1985
FIRST JERSEY SECURITIES, INC.
IA
Issued 10/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/17/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
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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