Unclaimed
John Eric Field is a financial advisor with Steward Partners Investment Advisory, LLC. John has been in the industry since 2005 and has a strong background in both brokerage and investment advisory services. John has held previous roles at Russell Investments Financial Services, LLC and Everen Securities, Inc. John holds a variety of licenses and designations including Series 7, Series 63, Series 65, and Series 66. John is registered to provide investment advisory services in Oregon and Washington.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
NY
06/10/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
IN
10/11/2005 - 02/26/2018
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (INDIANAPOLIS IN)
MO
07/27/1998 - 05/05/1999
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 11/1/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 8/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/13/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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