Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Reeve is a financial advisor with over 27 years of experience in the industry. John currently works for The Ameriflex Group, specializing in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. John has been a registered representative since 1995 and has a strong track record of providing investment advice and wealth management services.
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.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
CA
10/16/2023 - Present
THE Ameriflex Group (Nipomoi CA)
CA
06/14/2011 - 10/16/2023
INDEPENDENT FINANCIAL GROUP, LLC (Nipomo CA)
FL
05/01/2009 - 06/10/2011
ALLEGIANT SECURITIES L.L.C. (MIAMI FL)
CA
09/21/2001 - 05/01/2009
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (TORRANCE CA)
NY
11/04/1996 - 09/27/2001
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
MA
12/07/1995 - 11/26/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 01/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Reeve is the right advisor for you? Invested Better is here to help.
