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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 Burke Balcerzak is a financial advisor with over 25 years of experience in the financial services industry. John has a deep understanding of financial planning and investment management, and is committed to providing his clients with personalized advice and guidance. John is a CERTIFIED FINANCIAL PLANNER™ professional and holds both Series 63 and 65 licenses. John has worked with A4 Wealth Advisors LLC since 2010. Prior to that, John worked with KCD FINANCIAL, INC. and World Group Securities, INC. John specializes in providing financial planning, investment management, and retirement planning services to individuals and families. John is dedicated to helping clients achieve their financial goals. John has a strong track record of success and is committed to providing his clients with the highest level of service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Co-advisor fees
1
2
NC
11/17/2023 - Present
A4 Wealth Advisors LLC (HUNTERSVILLE NC)
NC
11/15/2007 - 06/15/2009
KCD FINANCIAL, INC. (HUNTERSVILLE NC)
NC
04/05/2002 - 11/19/2007
WORLD GROUP SECURITIES, INC. (HUNTERSVILLE NC)
GA
12/01/1997 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
07/08/1997 - 12/09/1997
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 07/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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