Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Colton Knowles is a financial advisor with Ally Invest Advisors. John has been in the financial industry since 2012 and has experience with both brokerage and advisory services. John has Series 7, Series 63, Series 66 and Series 24 securities licenses. John is also a registered investment advisor in Texas. John provides financial planning and portfolio management services to individuals and high-net-worth clients.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
12/21/2021 - Present
Ally Invest Advisors (CHARLOTTE NC)
TX
03/04/2019 - 05/17/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
01/18/2012 - 02/04/2019
TD AMERITRADE, INC. (FORT WORTH TX)
TX
09/13/2011 - 01/12/2012
METLIFE SECURITIES INC. (DALLAS TX)
BOTH
Issued 12/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Knowles is the right advisor for you? Invested Better is here to help.
