Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles Beery is a registered representative with Robert W. Baird & Co. Inc. John has been in the financial services industry for over 30 years, and has held previous roles with J.J.B. HILLIARD, W.L. LYONS, LLC, WELLS FARGO ADVISORS, LLC, and A. G. EDWARDS & SONS, INC. John specializes in a range of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting. John holds both Series 63 and Series 65 licenses as well as Series 7 and SIE. John's primary office location is in Midland, MI.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MI
03/25/2019 - Present
Robert W. Baird & Co. Inc. (Midland MI)
MI
01/08/2010 - 03/29/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (MIDLAND MI)
MI
01/01/2008 - 01/21/2010
WELLS FARGO ADVISORS, LLC (MIDLAND MI)
MI
08/31/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MIDLAND MI)
IA
Issued 03/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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