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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 Bliss is a financial advisor with Kingswood Wealth Advisors, LLC, having joined the firm in 2022. Prior to joining the firm, John Bliss was a financial advisor at Cantella & Co., Inc. from 2019 to 2022. John Bliss provides financial planning, portfolio management, and pension consulting services to individuals and businesses. John Bliss has been registered with the Securities and Exchange Commission since 2001.
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.
Hourly consulting
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.
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CA
09/26/2022 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
GA
09/03/2019 - 09/07/2022
CANTELLA & CO., INC. (Atlanta GA)
GA
10/21/2015 - 09/03/2019
IFS SECURITIES (ATLANTA GA)
GA
08/04/2005 - 12/02/2015
YIELDQUEST SECURITIES, LLC (ATLANTA GA)
GA
07/07/2004 - 09/19/2005
REGISTER & AKERS INVESTMENTS, INC. (ATLANTA GA)
OH
11/07/2001 - 07/01/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 02/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/22/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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