Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Maynard Bolen has been in the financial services industry since 1995. John is currently registered with Cambridge Investment Research Advisors, Inc. John has a broad range of experience serving individual and institutional clients, and holds licenses in both securities and investment advisory. John has held previous positions with SunTrust Investment Services, Inc. and Waddell & Reed, Inc. John also holds licenses in securities and investment advisory.
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.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
GA
08/25/2017 - Present
Cambridge Investment Research Advisors, Inc. (Suwanee GA)
GA
06/09/1997 - 09/01/2017
SUNTRUST INVESTMENT SERVICES, INC. (ALPHARETTA GA)
KS
03/13/1996 - 06/16/1997
WADDELL & REED, INC. (OVERLAND PARK KS)
NJ
06/16/1995 - 11/27/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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