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 Logan is a registered Investment Advisor Representative with Macquarie Investment Management Business Trust and has been in the financial services industry since July 27, 1995. John Logan is registered with the state of Pennsylvania and has previously been associated with Lincoln Financial Distributors, Inc. and Delaware Distributors, L.P.. John Logan has been a registered representative in Delaware, Maryland, New Jersey, and Pennsylvania.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
04/20/2020 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
PA
12/31/2000 - 12/31/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
07/24/1995 - 12/31/2000
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
IA
Issued 02/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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