Unclaimed
John Vilker has been in the securities industry since 1970. John is currently registered with Calton & Associates, Inc. John has worked with Capital Financial Services, Inc., Charter Securities Corporation, FPC Securities Corporation, and The Investamerica Group Inc. in the past. John has Series 1, 7TO, SIE, and Series 24 licenses. John's main office is located in Tampa, Florida.
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
FL
05/31/2019 - Present
Calton & Associates, Inc. (TAMPA FL)
WI
09/18/1986 - 05/31/2019
CAPITAL FINANCIAL SERVICES, INC. (Waunakee WI)
NA
08/18/1977 - 10/01/1986
CHARTER SECURITIES CORPORATION
NA
10/18/1971 - 09/18/1977
FPC SECURITIES CORPORATION
NA
09/11/1970 - 11/27/1971
THE INVESTAMERICA GROUP INC.
BC
Issued 01/30/1981
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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