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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph Yetman is an investment advisor representative with Ameriprise Financial Services, LLC. John has been in the financial services industry since 1982. John has a wide range of experience and expertise in the financial services industry. John is registered with the Securities and Exchange Commission (SEC) and several state securities regulators. John has a diverse client base, including individuals, high-net-worth individuals, corporations, trusts, estates, and charitable organizations. John provides a variety of financial services, including financial planning, investment management, and retirement planning. John's experience and expertise make him a valuable resource for clients seeking financial guidance.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MD
06/27/2015 - Present
Ameriprise Financial Services, LLC (BETHESDA MD)
MD
06/01/2009 - 07/02/2015
MORGAN STANLEY (BETHESDA MD)
MD
12/12/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BETHESDA MD)
DC
06/04/2004 - 12/24/2008
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
MO
10/01/1999 - 06/07/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
02/26/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
MA
07/09/1992 - 01/04/1999
MOORS & CABOT, INC. (BOSTON MA)
NY
02/07/1990 - 02/13/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/22/1988 - 05/02/1990
FOXHALL GROUP SECURITIES, INC.
VA
06/15/1989 - 01/24/1990
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
NA
09/08/1987 - 06/20/1988
FOXHALL INVESTMENT CORPORATION
NA
04/23/1982 - 07/22/1987
JOHNSTON, LEMON & CO. INCORPORATED
IA
Issued 08/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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