Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Harold Gifford is a financial professional with over 28 years of experience in the financial services industry. John is currently registered with LPL Financial LLC in Taylors, South Carolina. John's career has included previous registrations with RAYMOND JAMES FINANCIAL SERVICES, INC., SUNTRUST INVESTMENT SERVICES, INC., NCF FINANCIAL SERVICES, INC., INVEST FINANCIAL CORPORATION, W.C. SMITH & COMPANY, INC. and WALNUT STREET SECURITIES, INC. John holds Series 7, 24, 63 and 66 securities licenses, as well as the SIE exam. John is also a Chartered Financial Consultant. John has been providing financial advice and services to individuals, businesses and institutions. John's specializations include retirement planning, investment management and insurance.
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.
Consulting and other non-discretionary advisory services
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.
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2
SC
04/26/2010 - Present
LPL Financial LLC (TAYLORS SC)
SC
02/27/2008 - 04/26/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREER SC)
SC
01/03/2005 - 02/22/2008
SUNTRUST INVESTMENT SERVICES, INC. (GREENVILLE SC)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
08/26/2002 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
SC
05/13/1996 - 07/31/2002
W.C. SMITH & COMPANY, INC. (GREENVILLE SC)
CA
03/01/1994 - 05/16/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 09/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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