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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 Edward Myers is a financial advisor with over 25 years of experience in the industry. John Edward Myers is currently registered with LPL Financial LLC as an Investment Advisor Representative (IAR). Previously, John Edward Myers has been registered with several other firms including UVEST FINANCIAL SERVICES GROUP, INC., THE INVESTMENT CENTER, INC., WACHOVIA SECURITIES, LLC, PRUDENTIAL SECURITIES INCORPORATED, PRUCO SECURITIES CORPORATION, GARBAN LLC and HILLIARD FARBER & CO., INC. John Edward Myers specializes in a variety of financial services, including portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars. John Edward Myers is a Certified Financial Planner™ professional and has extensive experience providing comprehensive financial advice to individuals and families. John Edward Myers is committed to helping clients achieve their financial goals through a personalized approach.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
05/31/2018 - Present
LPL Financial LLC (SAN DIEGO CA)
NC
01/10/2008 - 04/25/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NJ
07/14/2006 - 01/07/2008
THE INVESTMENT CENTER, INC. (CRANFORD NJ)
NJ
07/01/2003 - 07/17/2006
WACHOVIA SECURITIES, LLC (FLORHAM PARK NJ)
NY
02/23/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/04/1999 - 03/22/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
01/01/1997 - 08/05/1998
GARBAN LLC (NEW YORK NY)
NJ
04/21/1995 - 12/10/1996
HILLIARD FARBER & CO., INC. (JERSEY CITY NJ)
IA
Issued 02/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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