Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bartlett is a financial advisor registered with Park Avenue Securities LLC, in Greenville, South Carolina. John is also registered as an Investment Advisor Representative in South Carolina and Kentucky. John has been in the financial industry since 2013. John holds the Series 7, Series 9, Series 10, Series 63, Series 66 securities licenses and the SIE. John also holds the designation of Certified Financial Planner. John has experience working with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. John is also an owner of an AirBNB rental property in Taylors, SC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
SC
08/15/2024 - Present
Park Avenue Securities LLC (GREENVILLE SC)
SC
12/17/2013 - 07/18/2024
FIDELITY BROKERAGE SERVICES LLC (GREENVILLE SC)
BOTH
Issued 12/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/11/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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