Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Batts is a financial advisor with Epi Financial Group. John has been in the financial industry since 2008 and is licensed to provide advisory services in Michigan and Texas. John's specializations include Retirement Planning, Estate Planning, and Insurance.
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.
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.
Referral fees
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MI
08/10/2023 - Present
EPI Financial Group (TROY MI)
MI
08/05/2008 - 04/02/2020
STATE FARM VP MANAGEMENT CORP. (STERLING HEIGHTS MI)
IL
03/27/2000 - 05/15/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 11/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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