Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Keais Hoyt is an investment advisor representative with over 20 years of experience in the financial services industry. John is a Certified Financial Planner and is currently registered with Raymond James Financial Services Advisors, Inc. in North Carolina and Texas. John has previously worked with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and First Union Securities, Inc.. John provides a variety of financial services to individual clients and businesses, including financial planning, portfolio management, and retirement planning. John is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
10/25/2024 - Present
Raymond James Financial Services Advisors, Inc. (GREENVILLE NC)
NC
03/14/2014 - 09/23/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GREENVILLE NC)
NC
01/01/2008 - 03/14/2014
WELLS FARGO ADVISORS, LLC (GREENVILLE NC)
NC
05/11/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENVILLE NC)
MO
07/10/2000 - 05/15/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 04/01/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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