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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 Bradley Anderson is a registered investment advisor representative in Utah. John has been in the financial services industry since June 2012, and has a Series 63, Series 66, Series 7, Series 9, Series 10, Series 14, Series 24, Series 52, Series 53, Series 79 and SIE licenses. John specializes in providing investment advice to individuals and businesses. John currently works with Diversify Advisory Services, LLC and Diversify Wealth Management, LLC. John has experience working with a wide range of clients, including individuals, businesses, and pension and profit-sharing plans. John is a dedicated professional who is committed to helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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UT
09/15/2023 - Present
Diversify Advisory Services, LLC (SANDY UT)
UT
05/21/2012 - 04/12/2017
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 05/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/11/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/29/2017
Series 24 - General Securities Principal Examination
BC
Issued 05/27/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/12/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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