Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Gregory Beaulieu is an investment advisor representative with Fisher Investments. John has over 27 years of experience in the financial services industry. John is registered with the state of Florida and Texas as an Investment Advisor Representative. John has also passed Series 6, 7, 63, and 65 examinations. John is actively involved in the financial community and is committed to providing his clients with the highest level of service. John holds a FINRA registration with Fisher Investments and a Series 65 registration with the states of Florida and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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.
1
2
TX
07/27/2023 - Present
Fisher Investments (PLANO TX)
FL
03/05/2019 - 08/06/2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)
FL
10/11/1996 - 08/05/2020
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
GA
04/20/1995 - 09/03/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 04/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure John Beaulieu is the right advisor for you? Invested Better is here to help.
