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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 Morein is an investment advisor representative with Newedge Advisors. John has been in the financial industry since 1982. John has experience with various firms including LPL Financial LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, NYLife Securities Inc., Robert W. Baird & Co. Incorporated, and Northwestern Mutual Investment Services, Inc. John has a Series 63, Series 24, and Series 2 license. John specializes in investments for high net worth individuals, corporations or other businesses, charitable organizations, and pension and profit sharing plans. John's office is located in New Orleans, Louisiana. John's current registrations are active in Louisiana and Texas.
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
05/05/2023 - Present
Newedge Advisors (New Orelans LA)
LA
02/03/2005 - 12/13/2013
LPL FINANCIAL LLC (LAFAYETTE LA)
MA
08/21/2002 - 02/08/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/21/2002 - 02/08/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/30/1998 - 08/22/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
WI
04/10/1998 - 06/12/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
02/18/1986 - 06/12/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
07/26/1988 - 12/31/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
06/07/1985 - 02/03/1986
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
02/04/1982 - 01/16/1985
NML EQUITY SERVICES, INC.
BC
Issued 07/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 02/21/1973
Series 2 - Non-Member General Securities Examination
Active
Inactive
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