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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 Warren Buckey is an investment advisor representative with Envestnet PMC, a firm that manages over $426 billion in assets. John specializes in providing investment advice to corporations, high-net-worth individuals, and charitable organizations. John holds licenses in Colorado, Illinois, and Pennsylvania. John has experience with a variety of investment products and services, including portfolio management, financial planning, and pension consulting. John has been in the financial services industry for over 10 years. John is committed to providing clients with personalized financial advice that helps them meet their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management
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.
A percentage of assets or revenues under our clients' management
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IL
01/23/2024 - Present
Envestnet PMC (CHICAGO IL)
IL
03/25/2020 - 01/27/2022
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
IN
06/07/2019 - 11/15/2019
LPL FINANCIAL LLC (NOTRE DAME IN)
IA
Issued 05/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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