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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 Robert Feldman is an investment advisor representative with Ameritas Advisory Services, LLC. John has been in the industry since 1991. John has a wide range of experience, having worked with clients across various industries including individuals, corporations, and pension plans. John holds several licenses and designations, including Series 6, 7, 24, 53, 63 and 65. John's focus is on providing financial planning and portfolio management services to clients. He is dedicated to building long-term relationships with clients and helping 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.
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.
Solicitor fees
1
2
IN
11/01/2021 - Present
Ameritas Advisory Services, LLC (Lawrenceburg IN)
OH
05/24/1991 - 06/30/2006
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
Issued 11/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2000
Series 4 - Registered Options Principal Examination
BC
Issued 12/28/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/12/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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