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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 Richter is a financial professional with over 30 years of experience in the securities industry. John is currently registered with Next Financial Group, Inc. and is licensed to offer securities and investment advice in Florida and Texas. John is also a Chartered Financial Consultant. John has previously held positions with MAIN STREET MANAGEMENT COMPANY, CORNWALL SECURITIES, INC., CARILLON INVESTMENTS, INC. and MTL EQUITY PRODUCTS, INC. John offers financial planning services to individuals, businesses, and retirement plans. John is also experienced in portfolio management and pension consulting.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
FL
01/03/2022 - Present
Next Financial Group, Inc. (PONTE VERDA BEACH FL)
MA
10/07/1992 - 05/19/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NY
07/13/1988 - 02/13/1991
CORNWALL SECURITIES, INC. (GREAT NEC NY)
NA
05/16/1988 - 06/07/1988
CARILLON INVESTMENTS, INC.
NA
11/04/1987 - 05/20/1988
MTL EQUITY PRODUCTS, INC.
BC
Issued 05/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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