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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 Rodney Pilgreen is a financial professional with over 30 years of experience in the industry. John has a broad background in securities and investment advising. John has worked with clients across a range of needs and has a particular focus on pension consulting, financial planning, and portfolio management. John is registered with both FINRA and the state of Louisiana as a Registered Representative and Investment Advisor Representative. John currently works with NewEdge Advisors, LLC, an independent investment advisor firm. John has a strong record of working with a variety of clients including high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
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.
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.
1
2
LA
08/15/2016 - Present
Newedge Advisors (Shreveport LA)
NJ
08/28/2003 - 02/24/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TX
11/05/1998 - 11/15/2001
ACCESS BROKER.COM, INC. (RICHARDSON TX)
NA
06/05/1998 - 06/29/1998
1-800 DAY TRADE, INC.
TN
11/27/1995 - 06/10/1998
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
06/21/1990 - 11/14/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/23/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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