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 Dunfee is a financial advisor with over 17 years of experience in the industry. John is currently registered with Four Points Capital Partners LLC and is licensed to provide investment advice in 16 states. John specializes in providing investment advice to individuals and families. Prior to joining Four Points Capital Partners LLC, John was a financial advisor with BestVest Investments, Ltd. and GreenTree Brokerage Services, Inc. John holds Series 62, Series 63, and SIE licenses.
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.
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.
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2
PA
09/20/2019 - Present
Four Points Capital Partners LLC (Newton Square PA)
PA
05/21/2013 - 09/17/2019
BESTVEST INVESTMENTS, LTD. (MEDIA PA)
PA
02/08/2012 - 10/18/2012
GREENTREE BROKERAGE SERVICES, INC. (PHILADELPHIA PA)
PA
11/10/2011 - 11/28/2011
GREENTREE BROKERAGE SERVICES, INC. (PHILADELPHIA PA)
PA
01/18/2006 - 05/02/2011
JFD SECURITIES, INC. (PHILADELPHIA PA)
NY
03/15/2005 - 01/19/2006
LEK SECURITIES CORPORATION (NEW CITY NY)
BC
Issued 04/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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