Unclaimed
John Nicholas Spartz is a financial advisor who is registered in Florida and has been active in the industry since April 2021. John is currently affiliated with International Assets Investment Management, LLC and International Assets Advisory. John has a strong background in the financial services industry, having worked for several firms in the past. John is a Series 7TO, Series 24, and Series 66 licensed individual. John holds a variety of designations and specializes in a wide range of areas. John provides a variety of services including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
12/04/2024 - Present
International Assets Investment Management, LLC (ORLANDO FL)
BOTH
Issued 07/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2022
Series 24 - General Securities Principal Examination
BC
Issued 04/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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