Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Schuyler Neff is an Investment Advisor Representative at Portfolio Medics, LLC, a firm with offices in Bonita Springs, FL and Fernandina Beach, FL. John has been working in the financial industry since 1986. John holds both the Series 6 and Series 63 licenses. John's designations include Certified Financial Planner and Chartered Financial Consultant. John offers financial planning, pension consulting, selection of other advisors and portfolio management for individuals. John is registered in Florida and Georgia.
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.
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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FL
12/14/2016 - Present
Portfolio Medics, LLC (FERNANDINA BEACH FL)
GA
07/06/2011 - 02/27/2012
INVEST FINANCIAL CORPORATION (SAVANNAH GA)
GA
04/16/2004 - 06/23/2011
ENSEMBLE FINANCIAL SERVICES, INC. (SAVANNAH GA)
MA
05/09/2001 - 04/20/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NY
05/03/1999 - 06/08/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
10/22/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
03/01/1996 - 10/08/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/24/1992 - 03/01/1996
G. R. PHELPS & CO., INC.
NJ
01/10/1990 - 05/01/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/10/1990 - 05/01/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
VT
03/20/1986 - 12/31/1989
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 02/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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