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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 Utley is a financial advisor with Steward Partners Investment Advisory, LLC. John has been in the financial services industry since March 24, 1987. John has a wide range of experience in the industry, having worked for several prominent firms including Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, and First Union Capital Markets Corp. John is a Certified Financial Planner and holds a Series 7, Series 63, and Series 65 licenses. John focuses on helping individuals, businesses, and institutions achieve their financial goals. John is committed to providing personalized financial advice and investment management services to his 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.
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 03/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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