Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Petit is an active Registered Investment Advisor (IA) and Broker-Dealer (BD) representative in the state of New Jersey. John has been in the financial services industry since 1978. John currently works with IC Advisory Services, Inc. and is registered with them in New Jersey as an IA Representative. John has worked with several other firms throughout their career, including Creative Tax Planners, Inc. and Lehman Brothers Inc. John has a broad range of industry experience and holds various licenses and designations including the Series 7, 63, and 65 exams. John's areas of focus include individual and business portfolio management, financial planning, and pension consulting.
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.
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.
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.
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2
NJ
08/03/2023 - Present
IC Advisory Services, Inc. (BRICK NJ)
NJ
02/26/1993 - 03/23/1999
CREATIVE TAX PLANNERS, INC. (LOGAN TOWNSHIP NJ)
NY
05/14/1988 - 03/16/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/06/1988 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
06/07/1982 - 04/14/1988
DEAN WITTER REYNOLDS INC.
NA
11/19/1979 - 06/10/1982
ADVEST, INC.
NA
02/16/1978 - 10/30/1979
VERRILLI ALTSCHULER SCHWARTZ INC.
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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