Unclaimed
John Clinard is a financial advisor at Truist Advisory Services, Inc.. John has been in the industry since May 2011. John has a wide range of experience, having previously worked at Fifth Third Securities, Inc. and Pruco Securities, LLC. John holds Series 6, 7, 63, and 66 licenses. John is a registered investment advisor in Alabama, Connecticut, Florida, Georgia, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Pennsylvania, South Carolina, Tennessee, Texas, and West Virginia.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
TN
08/07/2018 - Present
Truist Advisory Services, Inc. (NASHVILLE TN)
TN
12/19/2014 - 08/10/2018
FIFTH THIRD SECURITIES, INC. (HENDERSONVILLE TN)
TN
04/06/2011 - 10/31/2014
PRUCO SECURITIES, LLC. (BRENTWOOD TN)
BOTH
Issued 02/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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