Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Preston Kliewer is a financial advisor with Raymond James Financial Services Advisors, Inc. John has been in the financial services industry since 1994. John is licensed to provide investment advice in 38 states, John is also a registered investment advisor in Missouri and Texas. Beyond Raymond James Financial Services Advisors, Inc. John is also the owner of Beyond Wealth Advisors, LLC. and Uncommon Business Enterprises, LLC. John has experience in portfolio management for individuals and businesses. He is also a licensed life insurance agent. John is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MO
07/19/2019 - Present
Raymond James Financial Services Advisors, Inc. (LEES SUMMIT MO)
KS
12/21/1994 - 05/31/2018
WADDELL & REED (TOPEKA KS)
BOTH
Issued 07/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/24/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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