Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Cloak is a registered Investment Advisor Representative with Cloak Advisors. He has been in the financial industry for more than 30 years and is a Series 3, Series 7 and Series 63 licensed advisor. John specializes in providing investment advice to individuals and high-net-worth clients. He works with a team of professionals at Cloak Advisors to create personalized financial plans and manage investment portfolios. He is experienced in providing financial planning services and portfolio management, focusing on individual and high-net-worth clients. John is also a silent partner in First Street Properties, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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NM
06/30/2022 - Present
Cloak Advisors (ALBUQUERQUE NM)
NM
09/06/2005 - 04/03/2007
MUTUAL SECURITIES, INC. (ALBUQUERQUE NM)
NY
02/24/1984 - 08/09/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 04/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/1986
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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