Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Wintford Moretz is a financial advisor with State Farm VP Management Corp., a company that is NOT IN SCOPE for Investment Advisor regulation. John has been in the industry since 2005 and holds the Series 6, Series 63 and SIE licenses. John's experience includes prior work at AMSOUTH INVESTMENT SERVICES, INC. in Birmingham, Alabama and INVEST FINANCIAL CORPORATION in Appleton, Wisconsin. John is registered in Kentucky, Tennessee and Virginia.
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.
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.
1
2
NC
06/27/2008 - Present
State Farm VP Management Corp. (CLEMMONS NC)
AL
01/07/2002 - 09/22/2003
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
WI
03/01/1999 - 12/31/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 06/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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