Unclaimed
John Marshall Culpepper is a financial advisor with over 20 years of experience in the industry. John is currently registered with CFD Investments, Inc. in Indiana and Nebraska. John has previously worked with National Planning Corporation and Northwestern Mutual Investment Services, LLC. John is Series 6 and 63 licensed. John has a strong background in investment company products and variable contracts, and is dedicated to helping clients 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.
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.
1
2
IN
05/22/2009 - Present
CFD Investments, Inc. (INDIANAPOLIS IN)
IN
03/19/2004 - 05/22/2009
NATIONAL PLANNING CORPORATION (INDIANAPOLIS IN)
WI
01/24/2002 - 03/19/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 06/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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