Unclaimed
John Mullis is a financial advisor working with AMJ Financial Wealth Management LLC. John has been in the industry for over 15 years and has a wide range of experience in the financial services industry. John is registered with the state of Virginia and has passed the Series 6, 7, and 66 exams. The firm works with individuals, businesses, and trusts, and offers financial planning, investment management, and retirement planning services.
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.
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
VA
09/27/2018 - Present
AMJ Financial Wealth Management LLC (LEESBURG VA)
VA
08/31/2007 - 05/03/2012
LPL FINANCIAL LLC (ASHBURN VA)
VA
09/22/2006 - 08/31/2007
KALOS CAPITAL, INC. (HERNDON VA)
GA
08/24/2000 - 12/31/2000
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
MA
05/29/1998 - 06/15/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
PA
01/01/1995 - 12/31/1996
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
NA
08/25/1992 - 11/29/1993
C.A.L. INVESTMENT SERVICES INC. (SASKATCHEWAN S4P 3B1 )
BOTH
Issued 11/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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