Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn P. Freund is an investment advisor representative with Kovack Advisors, Inc., located in Fort Lauderdale, Florida. John has been in the industry since April 2, 1981, and has a wealth of experience in providing financial advice and investment management services. John has a wide range of licenses and certifications, including Series 3, 7, 8, 31, and 63, as well as the SIE exam.
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.
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
FL
07/14/2016 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
FL
12/01/2009 - 07/05/2016
MOORS & CABOT, INC. (NAPLES FL)
VT
06/01/2009 - 12/15/2009
MORGAN STANLEY SMITH BARNEY (BURLINGTON VT)
VT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BURLINGTON VT)
VT
11/17/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BURLINGTON VT)
NH
06/15/1998 - 11/24/2006
CITIGROUP GLOBAL MARKETS INC. (LEBANON NH)
MO
01/12/1990 - 06/10/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
04/15/1983 - 01/24/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
03/23/1981 - 04/29/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1983
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/08/1984
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure John Freund is the right advisor for you? Invested Better is here to help.
