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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 Murad Kozelian is a financial advisor at Commonwealth Financial Network, a registered investment advisor firm with offices in Waltham, Massachusetts. John has been a financial advisor since March 19, 1993. John has a broad range of experience in the financial services industry, having worked with a variety of firms including Compass Securities Corporation, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, MetLife Securities Inc. and Metropolitan Life Insurance Company. John has a number of professional designations including Certified Financial Planner. John specializes in providing financial advice to individuals, businesses, charitable organizations, pension and profit sharing plans, corporations and other businesses, state or municipal government entities, and high-net-worth individuals. John is registered with the state of Massachusetts as a Registered Representative and Investment Advisor Representative.
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.
1
2
MA
02/18/1999 - Present
Commonwealth Financial Network (BELMONT MA)
MA
02/11/1997 - 12/31/1998
COMPASS SECURITIES CORPORATION (BRAINTREE MA)
IN
07/10/1996 - 01/16/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/10/1996 - 01/16/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
02/19/1993 - 07/08/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/19/1993 - 07/08/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 03/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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