Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Calvin Barber is an active investment advisor representative with Ameritas Advisory Services, LLC. John has been in the industry for 17 years and is registered to provide investment advice in 7 states, including Ohio, Arizona, Connecticut, Florida, Georgia, South Carolina, and Ohio. John has a Series 7, 6, 62, 63, 66, and 24 license. In addition to working as an investment advisor representative, John also serves as the president and owner of the Morton-Barber Learning Center, an insurance and financial services pre-licensing school. John has extensive experience in the insurance industry and has worked with several different companies over the years, including LPL Financial LLC, Farmers Financial Solutions, LLC, and Pruco Securities, LLC.
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.
Solicitor fees
1
2
OH
11/01/2021 - Present
Ameritas Advisory Services, LLC (Worthington OH)
OH
05/08/2013 - 05/10/2019
LPL FINANCIAL LLC (WORTHINGTON OH)
OH
09/15/2011 - 03/14/2013
FARMERS FINANCIAL SOLUTIONS, LLC (COLUMBUS OH)
OH
06/16/2009 - 04/11/2011
LPL FINANCIAL LLC (WESTERVILLE OH)
OH
12/08/2004 - 07/15/2009
PRUCO SECURITIES, LLC. (COLUMBUS OH)
BOTH
Issued 09/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 02/27/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2018
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/07/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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