Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn R. Callaway is a financial advisor registered with Truist Advisory Services, Inc. John has been in the financial services industry for over 17 years. John holds a Series 6, 7, 63, and 65 license as well as the SIE. John has prior experience with several firms including Wells Fargo Clearing Services, LLC and PNC Investments. John's office is located at 6869 FAIRVIEW ROAD in CHARLOTTE, NC.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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NC
12/05/2024 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
05/23/2018 - 03/08/2022
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
02/25/2014 - 05/29/2018
PNC INVESTMENTS (CHARLOTTE NC)
NC
06/27/2012 - 02/26/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)
NC
06/06/2011 - 06/01/2012
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
06/17/2010 - 06/10/2011
FIFTH THIRD SECURITIES, INC. (KANNAPOLIS NC)
NC
11/13/2007 - 06/14/2010
BB&T INVESTMENT SERVICES, INC. (GASTONIA NC)
WV
10/13/2006 - 10/12/2007
FIFTH THIRD SECURITIES, INC. (HUNTINGTON WV)
WV
04/25/2006 - 06/27/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BECKLEY WV)
IA
Issued 11/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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