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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 Farrell is a financial advisor with Raymond James Financial Services Advisors, Inc. John has over 8 years of experience in the financial services industry. John is a registered representative in New Jersey and New York. John holds Series 7 and Series 66 licenses and is a Certified Financial Planner. John has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated as well as Bank of America N.A. John specializes in working with individuals and families in the areas of financial planning, retirement planning, and investment management. John is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
02/17/2022 - Present
Raymond James Financial Services Advisors, Inc. (Wayne NJ)
NY
08/01/2014 - 02/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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