Unclaimed
John Earl Bateman is a Registered Investment Advisor Representative associated with Cpmg, Inc. located in Dallas, Texas. John Earl Bateman has been in the industry since 1985. John Earl Bateman has registrations in Texas. John Earl Bateman has passed the following securities exams: Uniform Securities Agent State Law Examination, Uniform Combined State Law Examination, Direct Participation Programs Representative Examination, and Investment Company Products/Variable Contracts Representative Examination. John Earl Bateman also holds the Series 63 and Series 66 licenses. John Earl Bateman has experience with Mutual Benefit Financial Service Company. John Earl Bateman specializes in portfolio management for businesses and pooled investment vehicles. John Earl Bateman is a registered representative with Cpmg, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
05/08/2006 - Present
Cpmg, Inc. (DALLAS TX)
NA
12/19/1985 - 12/21/1987
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BOTH
Issued 07/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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