Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick White is an Investment Advisor Representative with Geneos Wealth Management, Inc. John has over 15 years of experience in the financial services industry. John is registered to provide investment advice in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Maryland, Michigan, Minnesota, Mississippi, Nevada, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Wisconsin. John has a Series 7, 66 and 24. John also holds a SIE designation. John's primary focus is providing investment advice to individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
IL
04/25/2024 - Present
Geneos Wealth Management, Inc. (HOMER GLEN IL)
IL
03/02/2009 - 10/23/2017
SII INVESTMENTS, INC. (ORLAND PARK IL)
IL
04/05/2007 - 09/17/2008
CITIGROUP GLOBAL MARKETS INC. (OAKBROOK TERRACE IL)
BOTH
Issued 04/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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