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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 Misle is a financial advisor with Cambridge Investment Research Advisors, Inc. John has been in the financial services industry since 1983 and has experience with a variety of financial products and services. John specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. John is licensed to offer investment advice and securities products in multiple states, including North Carolina, Texas, Arizona, California, Kansas, Ohio, South Carolina, and Virginia. John is also a Chartered Financial Consultant.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
12/15/2022 - Present
Cambridge Investment Research Advisors, Inc. (Cornelius NC)
NC
10/01/1997 - 12/15/2022
LINCOLN FINANCIAL SECURITIES CORPORATION (CHARLOTTE NC)
IN
11/16/1983 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NA
08/30/1983 - 03/05/1984
EQUITY SECURITIES CORPORATION
IA
Issued 05/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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