Unclaimed
John Teeter is a financial advisor at Truist Advisory Services, Inc. John has been in the industry since May 2018. John is a registered representative in North Carolina and holds the Series 66, Series 7, and SIE licenses. John has a wide range of experience and knowledge in the financial services industry. John is committed to providing clients with personalized financial advice and guidance.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
NC
04/22/2022 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
04/30/2018 - 03/28/2022
EDWARD JONES (GREENSBORO NC)
BOTH
Issued 06/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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