Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn McKendree is a financial advisor with over 15 years of experience in the financial services industry. He is currently registered with Raymond James Financial Services Advisors, Inc. and has held previous positions with LPL Financial LLC and Merrill Lynch. John provides a wide range of financial planning and advisory services, including investment management for individuals and businesses. He also offers financial planning services for retirement and other life events.
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
VA
08/26/2019 - Present
Raymond James Financial Services Advisors, Inc. (SUFFOLK VA)
VA
11/16/2012 - 03/28/2018
LPL FINANCIAL LLC (VIRGINIA BEACH VA)
VA
03/11/2008 - 11/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
VA
01/25/2006 - 01/28/2008
AMERIPRISE FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
BOTH
Issued 02/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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