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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 Eric Bergland is a registered investment advisor with First Horizon Advisors, Inc. John has been in the financial industry since March 2012. He holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam. John has experience working with individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and banking or thrift institutions. Previously, John was affiliated with Wells Fargo Clearing Services, LLC in Chapel Hill, North Carolina, and Wells Fargo Advisors LLC in Chapel Hill, North Carolina. First Horizon Advisors, Inc. is a Registered Investment Advisor firm headquartered in Memphis, TN. The firm offers financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
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2
NC
01/18/2024 - Present
First Horizon Advisors, Inc. (Hillsborough NC)
NC
03/05/2012 - 01/25/2024
WELLS FARGO CLEARING SERVICES, LLC (CHAPEL HILL NC)
IA
Issued 07/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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