John Vieira is a registered investment advisor, based in Chester, NJ, with 22 years of industry experience.
Location
384 Main Street, Chester, NJ, 07930-2528
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a managing director with Personal CFO Solutions LLC, dedicating nearly full-time hours to client service and business management. He is also an independent insurance agent with PKS Financial and sells fixed insurance/annuities, spending a few hours per week on these activities. John is also a partner at Ken's Driving School, spending minimal time on accounting.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Personal Cfo Solutions LLC
Previous Registrations
Mutual Securities, INC.Broker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations17 states
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