Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Carr is a financial advisor with over 30 years of experience in the industry. John is a Certified Financial Planner™ and holds a Series 7, Series 63, Series 65 and SIE license. John is currently registered with Ausdal Financial Partners, Inc. and is licensed to provide financial advice in 21 states. John's previous experience includes positions at SunTrust Investment Services, Inc., Asset Management Securities Corp., The Dreyfus Service Corporation, Invest Financial Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. John specializes in providing financial advice to individuals, corporations, and charitable organizations. John’s expertise includes financial planning, portfolio management, and selection of other advisors. John also offers advice on UMA platforms. John's approach to financial planning is personalized and tailored to each client's individual needs and goals.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
CO
10/28/2024 - Present
Ausdal Financial Partners, Inc. (COLORADO SPRINGS CO)
FL
09/18/2003 - 06/21/2006
SUNTRUST INVESTMENT SERVICES, INC. (FORT MYERS FL)
FL
04/23/1998 - 07/18/2003
ASSET MANAGEMENT SECURITIES CORP. (BOCA RATON FL)
NY
03/01/1995 - 02/06/1998
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
WI
10/18/1993 - 05/03/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
MN
07/30/1990 - 10/26/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/30/1990 - 10/26/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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