Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Whitehead is a financial advisor with over 10 years of experience in the industry. John is currently registered with Neuberger Berman BD LLC and holds a Series 7, Series 63, and Series 65 licenses. John is a Chartered Financial Analyst and is also registered with the states of New York and Texas. Before joining Neuberger Berman BD LLC, John worked at J.P. Morgan Securities LLC. John has experience providing financial advice to a wide range of clients.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
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TX
07/14/2014 - Present
Neuberger Berman BD LLC (DALLAS TX)
TX
06/19/2013 - 05/30/2014
J.P. MORGAN SECURITIES LLC (DALLAS TX)
IA
Issued 07/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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