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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 Richard Sheridan is a financial advisor with over 10 years of experience in the financial services industry. John is currently registered as a Registered Representative with Fisher Investments, and is also a Certified Financial Planner. John has previously worked with E*TRADE SECURITIES LLC and T. ROWE PRICE INVESTMENT SERVICES, INC. John specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. John is also experienced in providing financial planning services and portfolio assessments. John's current clients include high net worth individuals, corporations, insurance companies, charitable organizations, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. John's office is located in Tampa, Florida.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
07/27/2023 - Present
Fisher Investments (TAMPA FL)
FL
08/02/2019 - 02/02/2021
E*TRADE SECURITIES LLC (Tampa FL)
FL
08/16/2012 - 07/16/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 12/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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