Unclaimed
John Firek is a financial advisor at Raymond James & Associates, Inc. John has been in the financial services industry since 2013. John is a registered representative with FINRA and is also registered with the state of Michigan. John has experience providing financial advice to a variety of clients, including individuals, corporations, and retirement plans. John has a Series 7 and Series 66 license, and 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.
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.
Please see note in schedule d - miscellaneous
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
MI
03/01/2016 - Present
Raymond James & Associates, Inc. (AUBURN HILLS MI)
MI
08/16/2013 - 03/01/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUBURN HILLS MI)
BOTH
Issued 09/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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