Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Carter Piper is a financial advisor who has been in the industry since November 1996. John currently is registered with Ameriprise Financial Services, LLC and is located in Bakersfield, CA. John also holds Series 63, 65, 7 and SIE licenses and is a Certified Financial Planner. Previously John was registered with Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John's experience and qualifications make John a strong candidate for a financial advisor.
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.
Asset allocation services
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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CA
08/08/2022 - Present
Ameriprise Financial Services, LLC (Bakersfield CA)
CA
11/19/2009 - 08/10/2022
WELLS FARGO CLEARING SERVICES, LLC (BAKERSFIELD CA)
CA
11/07/1996 - 11/24/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAKERSFIELD CA)
IA
Issued 12/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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