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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 Estes is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Fairfax, VA. John has been in the industry since 1991 and holds a variety of licenses and registrations. He is a Certified Financial Planner and also owns a support company called Estes Wealth Strategies. John specializes in providing financial planning services for individuals, businesses and families. Raymond James Financial Services Advisors, Inc. provides a wide range of financial products and services including brokerage, investment management, retirement planning, and insurance.
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
VA
07/14/2009 - Present
Raymond James Financial Services Advisors, Inc. (FAIRFAX VA)
MI
09/11/1993 - 07/15/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
03/15/1991 - 06/09/1993
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 11/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/30/1995
Series 24 - General Securities Principal Examination
BC
Issued 02/23/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1993
Series 3 - National Commodity Futures Examination
BC
Issued 03/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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