Unclaimed
John Hartnett is a financial advisor with Raymond James & Associates, Inc., who has been in the industry since 2003. John is registered with the state of Delaware as an Investment Advisor. He has a Personal Financial Specialist designation and specializes in providing a variety of financial planning services including portfolio management, pension consulting, and educational seminars. John has experience working with individuals, families, and corporations.
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.
Please see note in schedule d - miscellaneous
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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DE
01/22/2021 - Present
Raymond James & Associates, Inc. (WILMINGTON DE)
Active
Inactive
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