Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Angelo Bivens is a financial advisor with over 25 years of experience in the industry. John Angelo Bivens is currently registered with Capital Synergy Partners. John Angelo Bivens previously worked for Wells Fargo Investments, LLC, TD Waterhouse Investor Services, Inc., PaineWebber Incorporated, Midwest Discount Brokers Inc., Capital Securities of America, Inc., Yee, Desmond, Schroeder & Allen, Inc. and Cartwright and Walker Securities, Incorporated. John Angelo Bivens holds the Series 63, Series 24, SIE and Series 7 licenses and is registered in California, Nevada and Georgia.
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.
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.
Csp receives third party referral, selection & monitoring fees
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2
CA
01/01/2025 - Present
Capital Synergy Partners (MARINA DEL REY CA)
CA
04/05/2002 - 09/21/2010
WELLS FARGO INVESTMENTS, LLC (CULVER CITY CA)
NE
07/15/1998 - 03/22/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NJ
05/07/1997 - 01/12/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/24/1996 - 02/28/1997
MIDWEST DISCOUNT BROKERS INC. (NEW YORK NY)
OH
05/19/1995 - 02/15/1996
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
AZ
07/02/1994 - 05/16/1995
YEE, DESMOND, SCHROEDER & ALLEN, INC. (PHOENIX AZ)
CA
03/28/1994 - 09/29/1994
CARTWRIGHT AND WALKER SECURITIES, INCORPORATED (LOS ANGELES CA)
BC
Issued 07/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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