Unclaimed
John Brian Anderson is a financial professional with over 20 years of experience in the industry. John is currently registered with Equitable Advisors, LLC and has been associated with them since December 2008. Prior to that, John was registered with AIG Retirement Advisors, Inc. from November 2003 to November 2008. John specializes in providing financial advice to individuals, high-net-worth individuals, corporations and businesses, charitable organizations, and pension and profit-sharing plans. John holds multiple licenses and certifications, including Series 6, 7, 24, 63, and 65.
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.
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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2
DC
12/01/2008 - Present
Equitable Advisors, LLC (WASHINGTON DC)
MD
11/27/2003 - 11/20/2008
AIG RETIREMENT ADVISORS, INC. (LINTHICUM MD)
IA
Issued 10/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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