Unclaimed
John Logan is a financial advisor with over 20 years of experience in the industry. John is currently registered with Valic Financial Advisors, Inc. and holds the Series 7, 24, 66, and SIE licenses. John previously worked for MML Investors Services, LLC and Morgan Stanley DW Inc. John specializes in Financial Planning, Portfolio Management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
1
2
TX
04/08/2022 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
MA
03/23/2005 - 04/04/2022
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
NY
05/24/2001 - 02/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Logan is the right advisor for you? Invested Better is here to help.