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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 Charles Brunk is a financial advisor who has been in the industry since 1989. John has been a Registered Representative with Raymond James Financial Services Advisors, Inc. since October 2023. Previously, John worked with CETERA Investment Services LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. John holds Series 6, 7, 24, 63 and 65 licenses. John is registered with the state of Oregon for both Broker-Dealer and Investment Advisor. John also works with Umpqua Bank as an officer.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
10/19/2023 - Present
Raymond James Financial Services Advisors, Inc. (The Dalles OR)
OR
07/22/1997 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (THE DALLES OR)
MA
07/05/1988 - 12/27/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/05/1988 - 12/27/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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