Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Campeau is a financial advisor at Raymond James & Associates, Inc. located in West Hartford, CT. John has been in the financial industry since 1987. He has a wide range of experience, having previously worked with firms such as UBS Financial Services Inc., Citigroup Global Markets Inc., Shearson Lehman Hutton Inc., and E. F. Hutton & Company Inc. John holds Series 3, 7, and 63 licenses, along with the SIE. John specializes in providing financial planning and investment advice to individuals, businesses, insurance companies, pension and profit sharing plans, and charitable organizations.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
10/18/2024 - Present
Raymond James & Associates, Inc. (West Hartford CT)
CT
05/16/2008 - 12/11/2017
UBS FINANCIAL SERVICES INC. (NEW HAVEN CT)
CT
01/09/1990 - 06/05/2008
CITIGROUP GLOBAL MARKETS INC. (NEW HAVEN CT)
NY
05/14/1988 - 01/15/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
03/24/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
BC
Issued 04/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1987
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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