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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 Picardi is a financial advisor with over 18 years of experience in the industry. John has a strong background in investment advising and financial planning. John currently works at Bison Wealth, LLC. Previously, John worked for Metric Financial, LLC, J.W. Cole Financial, Inc., Money Concepts Capital Corp, and World Group Securities, Inc.. John holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. John specializes in providing financial advice and investment management services to individuals, families, corporations, and retirement plans. John is committed to providing personalized and comprehensive financial solutions to meet the unique needs of each client.
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
GA
08/23/2022 - Present
Bison Wealth, LLC (Kennesaw GA)
GA
07/21/2022 - 11/07/2023
METRIC FINANCIAL, LLC (ATLANTA GA)
GA
10/20/2010 - 01/11/2022
J.W. COLE FINANCIAL, INC. (Kennesaw GA)
GA
08/13/2008 - 10/20/2010
MONEY CONCEPTS CAPITAL CORP (ACWORTH GA)
GA
06/30/2004 - 08/18/2008
WORLD GROUP SECURITIES, INC. (ATLANTA GA)
IA
Issued 12/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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