Unclaimed
John Steven Farquharson is an investment advisor representative with Benjamin F. Edwards & Company, Inc. John has been working in the financial industry since March 1992. John has a wide range of experience and is registered in multiple states. John is also registered as an investment advisor in Michigan. John offers a variety of services to individuals and businesses, including financial planning, portfolio management, and pension consulting. John previously worked at Oppenheimer & Co. Inc., Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
09/21/2018 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MI
11/04/2011 - 09/28/2018
OPPENHEIMER & CO. INC. (GRAND RAPIDS MI)
MI
01/01/2008 - 11/07/2011
WELLS FARGO ADVISORS, LLC (GRAND RAPIDS MI)
MI
03/30/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GRAND RAPIDS MI)
BOTH
Issued 10/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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