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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 Charles Williams is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Indianapolis, IN. John has over 25 years of experience in the financial services industry. He holds a Series 65, Series 63, and Series 7 securities licenses and is registered to provide investment advisory services in Indiana. John provides investment advisory services to individuals, corporations, and pension and profit-sharing plans. John is also a partner in K & J Realty Holdings LLC-S.
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
IN
02/09/2017 - Present
Raymond James Financial Services Advisors, Inc. (Indianapolis IN)
IN
04/18/2008 - 02/02/2017
RAYMOND JAMES & ASSOCIATES, INC. (CARMEL IN)
IN
05/12/1997 - 04/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
IA
Issued 02/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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