Unclaimed
John Turner Wyatt is a financial advisor with over 30 years of experience in the financial services industry. John has a strong background in investment advisory services and has held various roles at several financial institutions. John is currently registered with Concourse Financial Group Securities, Inc. in Overland Park, Kansas. John has been with Concourse Financial Group Securities, Inc. since 2000. John is also a Certified Financial Planner and a Chartered Financial Consultant. John provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans.
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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
KS
09/13/2000 - Present
Concourse Financial Group Securities, Inc. (Overland Park KS)
IA
03/10/1997 - 08/16/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
08/22/1988 - 02/28/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
07/22/1988 - 02/28/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 07/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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