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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 Medaris is a financial advisor with over 30 years of experience in the industry. John Medaris is registered with Cambridge Investment Research Advisors, Inc. John Medaris is also a registered representative of Cambridge Investment Research, Inc.. John Medaris is a Chartered Financial Consultant and specializes in providing financial planning services to high-net-worth individuals and families, small businesses, and retirement plans. John Medaris also offers investment management services to individuals, businesses and retirement plans. John Medaris has a strong commitment to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IN
08/05/2024 - Present
Cambridge Investment Research Advisors, Inc. (Indianapolis IN)
IN
05/13/2016 - 08/20/2018
SIGNATOR INVESTORS, INC. (INDIANAPOLIS IN)
IN
06/15/2000 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (INDIANAPOLIS IN)
AL
03/03/1998 - 06/20/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
FL
08/27/1991 - 03/09/1998
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
08/03/1990 - 07/17/1991
PROGRAMMED EQUITIES CORPORATION
NA
08/18/1988 - 06/13/1989
PRUCO SECURITIES CORPORATION
NA
08/18/1988 - 06/13/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BC
Issued 08/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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