Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Freeman is a financial advisor registered with Janney Montgomery Scott LLC. John has been in the financial industry since 2002. John is licensed to provide securities advice in both the broker-dealer and investment advisor capacity. John holds Series 7, 9, 10, 24, 66, SIE, and 99TO licenses. John has previously been associated with Lincoln Investment Planning, Inc., Pershing LLC, and Lockwood Financial Services, Inc.. John is located in Philadelphia, PA and can be contacted at the Janney Montgomery Scott LLC office located at 1717 Arch Street.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
12/17/2018 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
08/09/2005 - 05/14/2007
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NJ
12/15/2003 - 08/10/2005
PERSHING LLC (JERSEY CITY NJ)
PA
05/09/2002 - 08/10/2005
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
BOTH
Issued 09/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/03/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 07/24/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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