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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 Burkhardt is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Severna Park, MD. John has been working in the financial industry since 1987 and has been with Raymond James since 2007. Prior to joining Raymond James, John was an advisor at Citigroup Global Markets Inc. and Prudential Securities Incorporated. John specializes in providing financial planning, portfolio management, and investment advice for individuals and businesses. John has a wide range of experience in serving clients of various types including individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MD
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SEVERNA PARK MD)
MD
03/06/2000 - 06/21/2007
CITIGROUP GLOBAL MARKETS INC. (ANNAPOLIS MD)
NY
07/10/1997 - 03/07/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/29/1987 - 07/15/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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