Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn McLean is a financial advisor at Edward Jones, a well-established firm that offers a wide range of financial services. John has been in the financial industry since 1999 and holds several professional certifications, including Series 63, Series 7, Series 9, Series 10 and Series 24 licenses. John has a proven track record of success in providing financial guidance to individuals and families. He is committed to helping clients achieve their financial goals through personalized financial plans and investment strategies.
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.
See schedule d - miscellaneous
1
2
MO
07/26/2000 - Present
Edward Jones (BALLWIN MO)
NA
07/09/1996 - 10/25/1996
MARK TWAIN BROKERAGE SERVICES, INC.
NA
06/04/1993 - 07/25/1994
MARK TWAIN BROKERAGE SERVICES, INC.
BC
Issued 08/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/12/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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