Unclaimed
John Michael Krajnik is a financial advisor with Newedge Advisors, a firm that manages assets between $10 billion and $50 billion. John Michael has been in the industry since July 5, 2007, and is registered as a Broker/Dealer in the states of California, Florida, Kentucky, Massachusetts, Ohio, Pennsylvania and Texas. John Michael is also an Investment Advisor Representative (IAR) in Ohio and Pennsylvania. John Michael's previous employers include LPL Financial LLC, Morgan Stanley Smith Barney and Citigroup Global Markets Inc. He holds the Series 66, Series 7 and Series 31 licenses. John Michael's specialties include financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
LA
11/01/2021 - Present
Newedge Advisors (NEW ORLEANS LA)
OH
03/26/2010 - 12/21/2012
LPL FINANCIAL LLC (BEACHWOOD OH)
OH
06/01/2009 - 04/14/2010
MORGAN STANLEY SMITH BARNEY (PEPPER PIKE OH)
OH
07/06/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PEPPER PIKE OH)
BOTH
Issued 07/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure John Krajnik is the right advisor for you? Invested Better is here to help.