Unclaimed
John Thomas Turner is an Investment Advisor Representative associated with Bankers Life Advisory Services, Inc. John has been in the industry for over 30 years. He has a Series 6, 7, 63 and 65. His experience includes various roles at several firms, including Southeast Investments, N.C., Inc., Cantella & Co., Inc., Park Avenue Securities LLC, Guardian Investor Services Corporation, and MONY Securities Corp. John is registered to provide investment advisory services in the state of Hawaii.
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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
HI
01/07/2025 - Present
Bankers Life Advisory Services, Inc. (Waipahu HI)
NC
03/19/2012 - 04/10/2013
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
MA
03/12/2002 - 12/31/2004
CANTELLA & CO., INC. (MALDEN MA)
NY
05/03/1999 - 03/27/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/23/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
11/17/1993 - 06/03/1998
MONY SECURITIES CORP. (NEW YORK NY)
NA
10/08/1987 - 08/25/1988
MONY SECURITIES CORP.
NA
10/08/1987 - 08/25/1988
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
BC
Issued 04/28/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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