Unclaimed
John Frederick Pettina has over 35 years of experience in the financial services industry. John's career began at Butcher & Singer Inc. in 1987 and continued at First Union Capital Markets Corp. before joining Wells Fargo Clearing Services, LLC in 1999. In 2024, John joined &partners as a registered representative. John holds the Series 7, Series 63, and Series 65 licenses and the SIE exam certification. John is registered to provide securities and investment advisory services in 34 states. John is a Registered Representative of &partners, LLC.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
04/26/2024 - Present
&partners (NASHVILLE TN)
AL
10/01/1999 - 05/01/2024
WELLS FARGO CLEARING SERVICES, LLC (GULF SHORES AL)
NC
01/01/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
08/12/1987 - 01/01/1991
BUTCHER & SINGER INC.
IA
Issued 12/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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