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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 Tattersall is an investment advisor representative with Wealthcare Advisory Partners LLC. John has been in the financial services industry since 1994 and has worked with several firms during his career. John is registered with FINRA and the Securities Exchange Commission. He is also a registered investment advisor in Texas and Virginia. John specializes in working with high-net-worth individuals, families, and businesses. He is a member of the National Association of Personal Financial Advisors and is a Certified Financial Planner. John provides a variety of financial planning services, including retirement planning, investment management, and estate planning.
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.
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.
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2
VA
06/22/2017 - Present
Wealthcare Advisory Partners LLC (Sterling VA)
MD
09/23/2005 - 06/24/2011
NEW ENGLAND SECURITIES (BETHESDA MD)
MA
02/07/2003 - 09/20/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
11/02/1995 - 02/11/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
04/20/1988 - 04/15/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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