Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Potter is a financial advisor in Worcester, MA with over 28 years of experience in the securities industry. John is currently registered with Commonwealth Financial Network. John has also been previously registered with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. John is licensed to provide investment advisory services in multiple states, including Massachusetts, California, Florida, New York, and more. John is also a Series 63 and Series 7 licensed advisor. John specializes in providing financial planning services to individuals, families, and businesses. John is dedicated to helping 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.
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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MA
10/27/2014 - Present
Commonwealth Financial Network (Worcester MA)
MA
10/17/1994 - 10/27/2014
AMERIPRISE FINANCIAL SERVICES, INC. (WORCESTER MA)
MN
10/17/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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