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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 Pershing Sayers is an investment advisor representative at Edelman Financial Engines. John has been in the financial services industry since 1996. John is registered with the state of California and Texas as an investment advisor representative. John has experience working with individuals, high-net-worth individuals, pension plans, charitable organizations, corporations, and businesses.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
CA
11/30/2016 - Present
Edelman Financial Engines (FRESNO CA)
CA
03/15/2012 - 02/06/2014
METLIFE SECURITIES INC. (CARLSBAD CA)
CA
07/08/2005 - 03/13/2012
CHARLES SCHWAB & CO., INC. (INDIAN WELLS CA)
OH
10/17/2003 - 06/06/2005
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NJ
09/23/1996 - 10/07/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
BOTH
Issued 12/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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