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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 Robert Myers is a financial advisor with over 25 years of experience. John holds licenses for both securities and investment advisory services, and is currently registered with J. W. Cole Advisors, Inc. in Pennsylvania and Florida. John is also registered as an investment advisor in Idaho and Maryland. Prior to his current role, John worked with Investors Capital Corp. in Massachusetts. In addition to John Robert Myers's primary role at J. W. Cole Advisors, Inc., John is also the president and owner of Advisor Audit, LLC, a company specializing in insurance sales. John Robert Myers is committed to providing comprehensive financial planning and investment management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
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
PA
10/19/2005 - Present
J. W. Cole Advisors, Inc. (FT. WASHINGTON PA)
MA
03/02/1998 - 10/21/2005
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
IA
Issued 05/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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