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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 Christopher Mathews is a financial advisor currently registered with Cuso Financial Services, LP. John has been in the financial services industry since April 1, 2009. Previously, John has worked with Wells Fargo Clearing Services, LLC, SCOTTRADE, INC., PNC INVESTMENTS, BB&T INVESTMENT SERVICES, INC., MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC. John is registered with the state of North Carolina as an Investment Advisor Representative and is licensed to conduct business in North Carolina, South Carolina and Virginia. John holds the Series 66, Series 7, and SIE licenses. John provides financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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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2
NC
04/29/2022 - Present
Cuso Financial Services, LP (High Point NC)
NC
05/18/2018 - 04/19/2022
WELLS FARGO CLEARING SERVICES, LLC (GREENSBORO NC)
NC
07/31/2013 - 03/08/2018
SCOTTRADE, INC. (GREENSBORO NC)
NC
12/11/2012 - 08/02/2013
PNC INVESTMENTS (WINSTON-SALEM NC)
NC
05/10/2011 - 12/04/2012
BB&T INVESTMENT SERVICES, INC. (WINSTON-SALEM NC)
NC
06/01/2009 - 05/12/2011
MORGAN STANLEY SMITH BARNEY (GREENSBORO NC)
NC
01/07/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREENSBORO NC)
BOTH
Issued 08/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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