Unclaimed
John Richard Verville is an investment advisor representative with Cambridge Investment Research Advisors, Inc. John has been in the financial services industry since 1981. John is currently registered with the state of Florida. John specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. John provides services to high-net-worth individuals, corporations, and pension and profit-sharing plans. John has extensive experience in the financial services industry.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
10/07/2015 - Present
Cambridge Investment Research Advisors, Inc. (Clearwater FL)
AZ
10/03/1996 - 04/09/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
11/01/1995 - 09/27/1996
MUTUAL SERVICE CORPORATION (BOSTON MA)
AZ
05/19/1992 - 10/02/1995
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
11/06/1990 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
CA
12/13/1989 - 11/06/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
03/07/1988 - 12/20/1989
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
12/15/1986 - 02/22/1988
BRAUER & ASSOCIATES, INC.
NA
11/04/1981 - 12/23/1986
NIES/BRAUER SECURITIES, INC.
BC
Issued 02/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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