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 Utley is an investment advisor representative with Steward Partners Investment Advisory, LLC. John has been in the industry since March 24, 1987. John is registered with the state of Texas and Virginia as an investment advisor representative. John also holds Series 7, 63, and 65 securities licenses. John has been with Steward Partners since June 2021 and previously worked at Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC. John specializes in financial planning and portfolio management for individuals, other investment advisers, and charitable organizations. John also provides pension consulting and selection of other advisers. John is a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
06/17/2021 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
VA
06/17/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (McLean VA)
VA
10/01/1999 - 06/21/2021
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
NC
01/26/1990 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
DC
03/25/1987 - 02/12/1990
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
IA
Issued 3/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/1/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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