Unclaimed
John Kevin Best is a financial advisor with over 20 years of experience in the industry. John currently works with Commonwealth Financial Network, a firm with over 3,300 investment advisor representatives and over $177 billion in assets under management. John has a strong background in providing financial planning and portfolio management services for individuals, businesses, and high-net-worth clients. John has a Series 7, Series 66, and SIE license and is also a Certified Financial Planner. John is committed to providing his clients with personalized financial advice that helps them achieve their 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.
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.
1
2
NY
06/29/2021 - Present
Commonwealth Financial Network (Fairport NY)
NY
01/29/2004 - 11/04/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCHESTER NY)
IN
01/29/2004 - 05/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
SC
01/15/2003 - 02/13/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IN
12/21/2001 - 01/29/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/21/2001 - 01/29/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
11/16/2001 - 12/06/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 01/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Best is the right advisor for you? Invested Better is here to help.