Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Logue is a financial advisor with Truist Advisory Services, Inc., with over 13 years of experience in the financial services industry. John has a Series 6, Series 7, and Series 63 license. John has been registered with Truist Advisory Services, Inc. since January 7, 2022. Previously, John was registered with BBVA SECURITIES INC. from March 28, 2015 to May 7, 2021 and COMPASS BROKERAGE, INC. from December 2, 1998 to October 25, 2005. John specializes in portfolio management for individuals and businesses. John is a Certified Financial Planner.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
01/07/2022 - Present
Truist Advisory Services, Inc. (JACKSONVILLE FL)
FL
03/28/2015 - 05/07/2021
BBVA SECURITIES INC. (JACKSONVILLE FL)
AL
12/02/1998 - 10/25/2005
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BC
Issued 03/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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