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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 Daley is a financial advisor with over 30 years of experience in the financial industry. John is a registered investment advisor representative with Lifestyle Freedom Advisory Group, LLC. He is also a licensed insurance agent and co-owner of Lifestyle Freedom Safe Harbor, LLC. John specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. He has extensive experience working with high net worth individuals, corporations, and pension and profit-sharing plans. John is committed to providing his clients with personalized financial advice 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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees and assets under advisement
1
2
FL
10/15/2018 - Present
Lifestyle Freedom Advisory Group, LLC (BRADENTON FL)
OH
07/01/2003 - 09/21/2005
OBERLIN FINANCIAL CORP. (BRYAN OH)
SC
02/14/1997 - 07/15/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
08/14/1994 - 02/21/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
05/23/1990 - 07/19/1994
MONY SECURITIES CORP. (NEW YORK NY)
NY
05/23/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
07/21/1987 - 07/22/1988
J. B. HANAUER & CO.
NA
03/18/1985 - 07/18/1987
MONY SECURITIES CORP.
NA
12/14/1982 - 11/26/1984
EQUICO SECURITIES, INC.
NA
12/14/1982 - 11/26/1984
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 09/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 07/02/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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