Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Boyd Whitledge has been in the securities industry since June 1999. John is currently registered with PFS Investments Inc. John has been registered with PFS Investments Inc. since October 2020. John's previous registrations include Oppenheimer & Co. Inc. in Boca Raton, FL, Managed Account Services, LLC in Boca Raton, FL, Jesup & Lamont Securities Corp in Boca Raton, FL, Advest, Inc. in Hartford, CT, FISERV INVESTOR SERVICES, INC. in Houston, TX, and T. I. INVESTMENTS, INC. in Dearborn, MI. John is a Series 63, Series 65, Series 2, Series 7 and Series 50 licensed advisor. John is a member of FINRA. John is also registered in the following states: California, Florida, and Michigan. John's specializations include 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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
10/26/2020 - Present
PFS Investments Inc. (VERO BEACH FL)
FL
01/06/2017 - 11/02/2018
OPPENHEIMER & CO. INC. (BOCA RATON FL)
FL
05/08/2010 - 11/17/2016
MANAGED ACCOUNT SERVICES, LLC (BOCA RATON FL)
FL
03/28/2006 - 05/12/2010
JESUP & LAMONT SECURITIES CORP (BOCA RATON FL)
CT
03/17/1999 - 03/06/2006
ADVEST, INC. (HARTFORD CT)
TX
07/14/1997 - 04/16/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MI
06/05/1996 - 06/04/1997
T. I. INVESTMENTS, INC. (DEARBORN MI)
IA
Issued 07/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 06/05/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 06/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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