Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Rosser is a financial professional with over 50 years of experience in the industry. He currently is registered as a representative of Park Avenue Securities LLC, and is licensed to provide investment advice in California, North Carolina and Virginia. John has previously worked for several other financial institutions, including Guardian Investor Services Corporation and SMA Equities, Inc. He holds both Series 63 and 65 licenses and is also a General Securities Principal. John is committed to providing personalized financial advice to individuals, families, and businesses. He specializes in financial planning, portfolio management, and investment guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
04/02/2004 - Present
Park Avenue Securities LLC (GREENSBORO NC)
NY
02/04/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
05/21/1974 - 11/23/1990
SMA EQUITIES, INC. (WORCESTER MA)
NA
06/19/1973 - 04/18/1974
JEFFERSON-PILOT EQUITY SALES, INC.
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/1973
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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