Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Terence Dunn is a financial professional with over 29 years of experience in the industry. John has a wide range of experience including securities, investments, and insurance. John is currently registered with The Strategic Financial Alliance, Inc. and has been with the firm since October 2003. John has a strong record of accomplishment and is committed to providing his clients with the highest level of service. John's areas of expertise include financial planning, portfolio management for individuals and businesses, and investment company products. John is a Certified Financial Planner and holds multiple securities licenses. John is also a board member of ProCom Sales, Inc., a data transfer sales company. John is dedicated to 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.
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.
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2
GA
10/31/2003 - Present
THE Strategic Financial Alliance, Inc. (WOODSTOCK GA)
GA
05/06/1994 - 11/21/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
02/25/1994 - 05/06/1994
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 07/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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