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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 Wilton Taliaferro is a financial advisor with Ameriprise Financial Services, LLC. John has been in the financial services industry since 2000. John holds the Series 6, 7, 63, and 65 licenses. John is also a registered representative of Ameriprise Financial Services, LLC. John provides asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. John is licensed in Maryland, Texas, Virginia, Kentucky, and the District of Columbia.
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.
Asset allocation services
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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2
MD
06/15/2011 - Present
Ameriprise Financial Services, LLC (Bethesda MD)
VA
11/19/2004 - 06/15/2011
H.D. VEST INVESTMENT SERVICES (ASHBURN VA)
MD
08/26/2003 - 11/03/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
CA
10/04/2002 - 08/18/2003
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
NY
01/08/2002 - 06/07/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
04/25/2000 - 11/07/2001
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 10/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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