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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 Brent Singleton is a financial advisor with over 19 years of experience in the industry. John Brent Singleton is a Registered Representative and Investment Advisor Representative, holding Series 7, 24 and 66 licenses. John Brent Singleton also has a SIE license. John Brent Singleton provides services for Mercer Global Advisors Inc., working primarily with individuals, corporations, charitable organizations, and pension and profit-sharing plans. John Brent Singleton's areas of specialization include retirement planning, investment management, estate planning, and tax planning. John Brent Singleton has a Certified Financial Planner designation. John Brent Singleton is licensed to offer securities and investment advice in Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Kansas, Missouri, North Carolina, Oklahoma, Texas, and Virginia.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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.
1
2
CO
06/22/2022 - Present
Mercer Global Advisors Inc. (DENVER CO)
BOTH
Issued 04/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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