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 Kloecker is a financial advisor who has been in the industry since 1995. John is registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2009. John also owns Creative Financial Team, LLC, which provides support services. John is a Certified Financial Planner and holds licenses in several states. He specializes in portfolio management for businesses and individuals, financial planning, and pension consulting. John is committed to providing his clients with personalized financial advice and 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.
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
GA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Alpharetta GA)
TN
03/01/2002 - 01/26/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
08/24/1995 - 03/04/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/15/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2003
Series 3 - National Commodity Futures Examination
BC
Issued 08/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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