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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 Yee is a financial advisor at Commonwealth Financial Network. John has been working in the industry since August 1987 and has a broad range of experience. John has been registered with Commonwealth Financial Network since July 2010. In addition to working for Commonwealth Financial Network, John also has experience with The Advisors Group, Inc. and Waddell & Reed, Inc. John is licensed in the following states: Arizona, California, Colorado, District of Columbia, Florida, Illinois, Indiana, Maryland, Michigan, Nevada, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas and Virginia. John specializes in providing financial advice to individuals, high net worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans and state or municipal government entities. John offers a range of services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
07/20/2010 - Present
Commonwealth Financial Network (PITTSBURG PA)
MD
09/04/1996 - 01/28/2002
THE ADVISORS GROUP, INC. (BETHESDA MD)
KS
08/31/1987 - 09/10/1996
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 05/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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