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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 Wayne Chidwick is a financial advisor with over 20 years of experience in the industry. John has held licenses and registrations in both broker-dealer and investment advisor capacities. John currently works for Raymond James Financial Services Advisors, Inc. where he is an Investment Advisor Representative and has been registered with the state of North Carolina and Texas. Prior to joining Raymond James Financial Services Advisors, Inc., John held positions at TRIAD ADVISORS, INC., LINCOLN FINANCIAL DISTRIBUTORS, INC., AIG SUNAMERICA CAPITAL SERVICES, INC., PHOENIX EQUITY PLANNING CORPORATION and PLANCO FINANCIAL SERVICES, INC. John has passed several industry exams including Series 6, 7, 26, 63, and 65 as well as the Securities Industry Essentials Exam.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
04/11/2017 - Present
Raymond James Financial Services Advisors, Inc. (MOORESVILLE NC)
NC
09/11/2015 - 03/07/2017
TRIAD ADVISORS, INC. (Charlotte NC)
NC
10/30/2007 - 09/10/2015
LINCOLN FINANCIAL DISTRIBUTORS, INC. (MOORESVILLE NC)
NJ
08/21/2003 - 10/15/2007
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CT
10/09/2002 - 08/14/2003
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
06/08/1999 - 06/18/2002
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 03/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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