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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Peters is a financial advisor with over 40 years of experience in the industry. John is currently registered with Raymond James & Associates, Inc. and holds Series 7, Series 31, Series 63, and Series 65 licenses. John is also a member of the Finance Committee at Birmingham Country Club. John has a proven track record of providing personalized financial advice to a wide range of clients, including individuals, families, businesses, and institutions. John is committed to helping clients achieve their financial goals through a variety of services, including financial planning, investment management, and retirement planning. John is also dedicated to providing exceptional customer service and building long-lasting relationships with clients.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
03/13/2019 - Present
Raymond James & Associates, Inc. (BIRMINGHAM MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
09/08/1989 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NY
11/25/1983 - 09/19/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
10/20/1983 - 07/17/1984
MANLEY, BENNETT, MCDONALD & CO
IA
Issued 03/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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