Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Everett Bennett Jr. is a financial advisor with Truist Advisory Services, Inc. based in Charleston, WV. John has over 25 years of experience in the financial services industry. John's primary focus is providing financial planning and portfolio management services to individuals, families, and businesses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
WV
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLESTON WV)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
WV
09/18/2007 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLESTON WV)
WV
06/01/2006 - 05/21/2007
J.J.B. HILLIARD, W.L. LYONS, INC. (HUNTINGTON WV)
WV
02/01/2005 - 05/22/2006
MORGAN STANLEY DW INC. (CHARLESTON WV)
NC
11/06/2002 - 02/09/2005
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
09/10/1996 - 07/30/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 9/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/26/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 9/9/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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