Unclaimed
John Kirsch is a financial advisor with Janney Montgomery Scott LLC, a firm that manages over $85 billion in assets. John's experience in the financial services industry spans over 25 years, starting with Legg Mason Wood Walker, Incorporated in 1996. John holds the Series 7, Series 63 and Series 65 licenses, as well as the SIE exam. John is registered to provide financial advice in 30 states. John is licensed to provide both brokerage and advisory services. John specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
NJ
10/06/2017 - Present
Janney Montgomery Scott LLC (Mt. Laurel NJ)
NJ
02/21/2006 - 02/09/2009
CITIGROUP GLOBAL MARKETS INC. (MARLTON NJ)
MD
03/11/1996 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 04/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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