Unclaimed
John Charles Reynolds is a financial advisor with over 39 years of experience in the industry. John has a broad range of experience, having worked with firms such as RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, and A. G. EDWARDS & SONS, INC. John is currently registered with Raymond James Financial Services Advisors, Inc., and is licensed to provide financial advice in several states. John holds licenses in various areas including Series 3, Series 7, Series 63, and Series 65. John is actively involved in providing financial planning, portfolio management, and pension consulting services to individual clients, businesses, and retirement plans.
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
MI
03/01/2022 - Present
Raymond James Financial Services Advisors, Inc. (HIGHLAND MI)
NY
03/09/2002 - 09/16/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
07/28/2000 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MO
10/20/1983 - 08/02/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 07/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1984
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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