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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Messersmith is an investment advisor representative with Next Financial Group, Inc., based in West Chester, PA. John has been working in the financial services industry for over two decades, with his first registration in 2002. John is also a registered investment advisor representative with Next Financial Group, Inc. in Texas. John is a Series 6, 7, 63, and 65 licensed professional with experience in financial planning, portfolio management, and pension consulting. John's focus is on providing financial planning and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
PA
12/22/2023 - Present
Next Financial Group, Inc. (West Chester PA)
PA
03/17/2009 - 12/31/2014
COMMONWEALTH FINANCIAL NETWORK (PAOLI PA)
PA
01/05/2007 - 03/18/2009
WOODBURY FINANCIAL SERVICES, INC. (PAOLI PA)
PA
11/04/2002 - 12/31/2006
CAPITAL ANALYSTS, INCORPORATED (PAOLI PA)
CA
05/21/2002 - 11/01/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 04/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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