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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 Steven Barrier is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Boone, NC. John Steven has been in the financial industry since October 6, 2016. John Steven is also associated with Signature Wealth Group and S&J Wealth MGMT, LLC. John Steven has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. John Steven is registered to offer investment products in several states including Colorado, Florida, Maryland, Nevada, North Carolina, Ohio, South Carolina, Tennessee, and Virginia.
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.
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 consultations
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.
Per participant (erisa)
1
2
NC
10/11/2024 - Present
Raymond James Financial Services Advisors, Inc. (Boone NC)
NC
02/17/2021 - 07/19/2021
TRUIST INVESTMENT SERVICES, INC. (BOONE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
10/06/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (BOONE NC)
BOTH
Issued 01/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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