Unclaimed
John Philip Maysles is a financial advisor with over 20 years of experience in the financial services industry. John has a Series 7, Series 63 and SIE licenses. John is registered with FINRA and the states of California, New Jersey and New York. John is currently employed with Elevation, LLC, located in Charlotte, NC. Prior to joining Elevation, LLC, John was employed with Brookview Capital LLC, Alpine Associates, A Limited Partnership and Alpine Partners, L.P. John's experience includes working with clients to develop financial plans, investment strategies, and retirement planning.
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.
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.
1
2
NC
12/08/2010 - Present
Elevation, LLC (CHARLOTTE NC)
NY
03/30/2010 - 12/09/2010
BROOKVIEW CAPITAL LLC (WHITE PLAINS NY)
NJ
11/09/2001 - 01/27/2009
ALPINE ASSOCIATES, A LIMITED PARTNERSHIP (CRESSKILL NJ)
NJ
11/09/2001 - 01/27/2009
ALPINE PARTNERS, L.P. (CRESSKILL NJ)
NY
04/30/1999 - 10/31/2001
LEPERCQ, DE NEUFLIZE SECURITIES INC. (NEW YORK NY)
BC
Issued 09/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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