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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Salley is a financial professional with over 40 years of experience in the industry. John Michael Salley is currently registered with Cambridge Investment Research Advisors, Inc. John Michael Salley has a broad range of experience, having worked at a number of firms, including Cantella & Co., Inc., Raymond James Financial Services, Inc., Prudential Securities Incorporated, PaineWebber Incorporated, Dime Securities of NY, Inc., Invest Financial Corporation, Randolph Brown Securities Corporation, Prudential-Bache Securities Inc., Moseley, Hallgarten, Estabrook & Weeden, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John Michael Salley has been in the investment business since 1981. John Michael Salley has passed the Series 7, Series 24 and Series 63 and Series 65 exams. John Michael Salley is registered in 25 states. John Michael Salley's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. John Michael Salley is also a member of the board of directors for The Set, Inc. and the Charleston Area Black Caucus. John Michael Salley is committed to providing his clients with personalized financial advice and guidance.
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
SC
12/13/2022 - Present
Cambridge Investment Research Advisors, Inc. (Summerville SC)
SC
02/21/2008 - 12/09/2022
CANTELLA & CO., INC. (SUMMERVILLE SC)
SC
11/11/2002 - 02/06/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (SUMMERVILLE SC)
NY
04/13/1999 - 11/12/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/21/1995 - 03/25/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/01/1992 - 02/23/1995
DIME SECURITIES OF NY, INC. (BROOKLYN NY)
WI
07/20/1988 - 06/02/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
04/04/1988 - 04/21/1988
RANDOLPH BROWN SECURITIES CORPORATION
NA
12/23/1983 - 03/24/1987
PRUDENTIAL-BACHE SECURITIES INC.
NA
04/29/1983 - 01/09/1984
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
NA
08/22/1979 - 04/29/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 08/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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