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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 Andrew Capets is an investment advisor representative currently associated with United Capital Financial Advisors. John Andrew has been in the industry for over 38 years and has been registered with the state of North Carolina as an investment advisor representative since 2021. Before joining United Capital Financial Advisors, John Andrew was associated with Goldman Sachs & Co. LLC from 2021-2023, Capital Investment Group, Inc. from 1996-2019 and other firms dating back to 1983. John Andrew is licensed to provide investment advisory services in the state of North Carolina.
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.
Sub-adviser for other investment advisers
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.
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2
NC
05/19/2021 - Present
United Capital Financial Advisors (CHARLOTTE NC)
NC
08/19/2021 - 11/16/2023
GOLDMAN SACHS & CO. LLC (Charlotte NC)
NC
09/20/1996 - 12/31/2019
CAPITAL INVESTMENT GROUP, INC. (CHARLOTTE NC)
GA
03/10/1994 - 10/03/1996
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/19/1989 - 03/10/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
12/11/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/15/1983 - 01/08/1987
SMA EQUITIES, INC.
IA
Issued 05/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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