Unclaimed
John Arthur Witten is an investment advisor representative with Grow With ME, a firm based in Sebastopol, CA. John has been in the financial industry since 2013, and has a Series 65 and Series 56 license. John previously worked at SET TRADING PARTNERS, LLC in Chicago, IL. John specializes in financial planning, portfolio management for individuals, and selecting other advisors. John has been with Grow With ME since 2022.
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.
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CA
04/19/2022 - Present
Grow With ME (Sebastopol CA)
IL
02/11/2013 - 09/26/2013
SET TRADING PARTNERS, LLC (CHICAGO IL)
IA
Issued 09/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2013
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
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