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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 Allshouse is a financial advisor who has been in the industry since 2011. John is currently registered with Raymond James Financial Services Advisors, Inc. and is located in Cincinnati, OH. Prior to joining Raymond James, John worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in Cincinnati, OH and Morgan Keegan & Company, Inc. in Winter Park, FL. John holds Series 66, Series 7 and SIE licenses. John also holds the Chartered Financial Consultant designation. John specializes in providing financial advice to individuals, corporations, high-net-worth individuals, and charitable organizations.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
07/30/2020 - Present
Raymond James Financial Services Advisors, Inc. (Cincinnati OH)
OH
04/23/2012 - 08/16/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CINCINNATI OH)
FL
11/15/2007 - 05/03/2010
MORGAN KEEGAN & COMPANY, INC. (WINTER PARK FL)
BOTH
Issued 12/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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