Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Matthew Tanner is a financial advisor with U.S. Bancorp Investments, Inc. John Tanner has been a financial advisor for over 30 years and has experience in various financial services firms. John Tanner is registered in the state of New Mexico as both an investment advisor representative and a broker-dealer. John Tanner specializes in providing financial advice to individuals, corporations, and businesses. John Tanner is committed to providing personalized financial advice and 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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NM
04/09/2024 - Present
U.s. Bancorp Investments, Inc. (Albuquerque NM)
FL
05/27/2021 - 09/10/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
KS
10/23/2020 - 05/21/2021
WADDELL & REED (OVERLAND PARK KS)
NM
03/20/2017 - 10/21/2020
U.S. BANCORP INVESTMENTS, INC. (ALBUQUERQUE NM)
NM
07/08/2016 - 03/14/2017
LPL FINANCIAL LLC (ALBUQUERQUE NM)
NM
11/16/1998 - 03/31/2016
SCOTTRADE, INC. (ALBUQUERQUE NM)
AZ
02/02/1996 - 12/31/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
03/18/1994 - 01/29/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
01/30/1992 - 02/01/1994
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
IA
Issued 08/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/08/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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