Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Leroy Blair is a financial advisor at DT Investment Partners, LLC, in Chadds Ford, PA. John has been in the financial services industry since 1998. John has a strong track record of providing financial advice to individuals, corporations, and charitable organizations. John is registered in Delaware, Florida, Maryland, New Jersey, New York, North Carolina, and Pennsylvania. John has a Series 6, 7, and 66 securities license. John's areas of specialization include asset allocation, retirement planning, and estate planning. John has over 20 years of experience in the financial services industry.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation reporting 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.
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2
PA
06/19/2012 - Present
DT Investment Partners, LLC (CHADDS FORD PA)
NJ
03/25/2011 - 06/01/2011
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
PA
11/17/2008 - 02/13/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST CHESTER PA)
PA
01/10/2006 - 08/18/2008
HAVERFORD TRUST SECURITIES, INC. (RADNOR PA)
PA
02/10/2004 - 12/31/2005
HAVERFORD TRUST SECURITIES, INC. (RADNOR PA)
MO
10/01/2000 - 01/22/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
09/22/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 04/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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