John G Bartels

Overview

John G Bartels is an insurance agent, a registered representative and an investment adviser representative based in Cleveland, OH, with 30 years in the industry.

Years in the industry

30

States licensed

8

States registered

16

Carrier appointments

18

Contact

2 business emails and 3 phone numbers on file

Registrations and licenses

• Licensed in 8 states
• Registered in 16 states

• Agent
• Life Agent Individual
• Producer
• Series 24
• Series 51
• Series 52TO
• Series 6
• Series 63
• Series 65
• Series 7
• Series 99TO
• SIE

4 lines of authority, with every state and its dates

Firms

• Inverness Securities, LLCCurrent firm
• Ancora Private Wealth Advisors, LLCCurrent firm
• InvernessCurrent firm

Employment history since 1996

Carriers

18 active carrier appointments

Book and practice

Firm assets under management on file