Unclaimed
John Russell Reven is a registered representative with Calton & Associates, Inc. John has been in the securities industry since 1986. John has a Series 63, Series 4, Series 24, Series 52TO, SIE and Series 7 license. John is currently registered with the state of Florida and also holds licenses in California, Indiana, Michigan, New Jersey, Oregon and Texas. John has experience with individuals, high net worth individuals, pension and profit sharing plans, and corporations or other businesses. John also provides financial planning, pension consulting, and selection of other advisers 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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
09/07/2011 - Present
Calton & Associates, Inc. (SARASOTA FL)
NA
07/17/1987 - 01/12/1990
FITZGERALD, DEARMAN & ROBERTS, INC.
NA
06/30/1988 - 06/02/1989
HAMPTON SECURITIES, INC.
NA
09/26/1986 - 07/31/1987
THE STUART-JAMES COMPANY, INC.
BC
Issued 10/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/08/1990
Series 4 - Registered Options Principal Examination
BC
Issued 11/08/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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