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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 Wilson is a financial advisor with Charter Oak Capital Management, a firm based in Portsmouth, NH. John is a registered investment advisor in Maine and New Hampshire. John's experience includes working at various organizations in MI and NH, including Dover Sports and Dicks Sporting Goods. John specializes in financial planning, portfolio management for businesses and individuals, and providing educational seminars.
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.
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.
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NH
05/15/2024 - Present
Charter OAK Capital Management (PORTSMOUTH NH)
IA
Issued 05/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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