Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bernard Powell is a financial advisor registered with Cbre Capital Advisors, Inc. in New York. John has over 20 years of experience in the financial services industry. John holds Series 7, 63, SIE, and 79TO licenses.
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.
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.
1
2
NY
06/18/2021 - Present
Cbre Capital Advisors, Inc. (NEW YORK NY)
MA
04/02/2007 - 05/19/2021
WATERWAY CAPITAL LLC (BOSTON MA)
MA
12/01/2005 - 04/02/2007
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BOSTON MA)
MD
08/20/2003 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
07/29/1999 - 09/07/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
06/01/1999 - 07/08/1999
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 06/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Powell is the right advisor for you? Invested Better is here to help.
