Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Shelton is an active investment advisor representative registered with the Securities and Exchange Commission. John Shelton is a registered representative of Oppenheimer & Co. Inc. John Shelton has been working in the financial services industry for over 40 years. John Shelton specializes in providing financial planning and investment advice to individuals, families, and businesses. John Shelton is committed to providing his clients with personalized service and sound financial 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
02/02/2004 - Present
Oppenheimer & Co. Inc. (LEAWOOD KS)
MN
04/27/1998 - 08/26/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
07/01/1987 - 04/29/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
08/12/1986 - 06/17/1987
BMI FINANCIAL GROUP
NA
07/18/1985 - 08/11/1986
CAMBIO SECURITIES CORPORATION
NA
02/05/1985 - 07/03/1985
JUDY & ROBINSON SECURITIES, INC
NA
10/11/1983 - 01/24/1985
LANDSING CAPITAL CORPORATION
NA
11/11/1981 - 10/03/1983
MITCHEL, SCHREIBER, WATTS & CO., INC.
IA
Issued 12/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/4/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/24/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 4/11/1983
Series 24 - General Securities Principal Examination
BC
Issued 4/20/1981
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 4/6/1981
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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