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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 Salan is a financial advisor with Avantax Advisory Services, a firm headquartered in Dallas, TX. John is a registered representative and investment advisor representative with Avantax Advisory Services. John has been working in the financial industry since 2003. Prior to joining Avantax, John worked with Farmers Financial Solutions, LLC, MetLife Securities Inc., Pruco Securities, LLC, Allstate Financial Services, LLC, Nationwide Securities, LLC, Medallion Investment Services, Inc., Intersecurities, Inc., MTL Equity Products, Inc., and 1717 Capital Management Company. John is registered with the state of Maryland and has a Series 6 and Series 63 license. John has also earned the Personal Financial Specialist designation. John's areas of specialization include financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MD
12/21/2023 - Present
Avantax Advisory Services (La Plata MD)
MD
06/16/2016 - 06/16/2022
FARMERS FINANCIAL SOLUTIONS, LLC (La Plata MD)
MD
09/11/2015 - 05/06/2016
METLIFE SECURITIES INC. (ELKRIDGE MD)
NJ
02/12/2014 - 07/16/2015
PRUCO SECURITIES, LLC. (NEWARK NJ)
MD
02/05/2013 - 03/06/2014
ALLSTATE FINANCIAL SERVICES, LLC (CHARLOTTE HALL MD)
MD
05/25/2010 - 10/31/2012
NATIONWIDE SECURITIES, LLC (LA PLATA MD)
MD
12/01/2006 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (WHITE PLAINS MD)
MD
12/21/2005 - 12/20/2006
INTERSECURITIES, INC. (WHITE PLAINS MD)
AZ
05/29/2003 - 12/21/2005
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
DE
01/23/2003 - 04/03/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 01/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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