Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Oehl is a financial advisor at Southeast Investments, N.c., Inc. located in Charlotte, NC. John has been in the financial services industry for over 35 years.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Offer products as a b/d on a commission basis
1
2
NC
11/28/2012 - Present
Southeast Investments, N.c., Inc. (CHARLOTTE NC)
FL
05/12/2011 - 07/27/2012
INTERNATIONAL ASSETS ADVISORY, LLC (BOYNTON BEACH FL)
FL
11/23/2009 - 12/31/2010
SYNERGY INVESTMENT GROUP, LLC (BOCA RATON FL)
FL
11/20/2003 - 11/12/2009
GUNNALLEN FINANCIAL, INC (BOCA RATON FL)
FL
01/25/2001 - 11/05/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
OK
07/13/1994 - 01/10/2001
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
NA
05/05/1993 - 07/12/1994
J. GREGORY & COMPANY, INC.
NY
10/05/1992 - 04/06/1993
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
FL
02/13/1992 - 09/30/1992
JW CHARLES SECURITIES, INC. (BOCA RATON FL)
NJ
03/16/1989 - 12/31/1991
NETWORK 1 FINANCIAL SECURITIES INC. (RED BANK NJ)
NA
09/26/1988 - 01/18/1989
ALLIED CAPITAL GROUP, INC.
NA
02/17/1987 - 07/07/1988
MORGAN GLADSTONE & CO. INC.
NA
06/20/1986 - 12/22/1986
F.D. ROBERTS SECURITIES, INC.
NA
03/18/1985 - 06/17/1986
MICHELIN AND COMPANY, INC.
NA
10/26/1984 - 02/22/1985
THE STUART-JAMES COMPANY, INC.
BC
Issued 01/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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