Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Coleman Ellett is a financial advisor with over 8 years of experience in the financial services industry. John Ellett is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since January 2019. John Ellett previously worked at UBS Financial Services Inc. for over 3 years. John Ellett is registered in 22 states and holds Series 7, Series 66, and SIE licenses. John Ellett is also a Certified Financial Planner. John Ellett is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
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
TN
07/26/2021 - Present
Raymond James Financial Services Advisors, Inc. (Goodlettsville TN)
TN
04/06/2016 - 02/05/2019
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
BOTH
Issued 04/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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