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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 David Downey is a financial advisor with Truist Advisory Services, Inc., with over 28 years of experience in the industry. John has a broad range of experience, specializing in areas such as portfolio management for individuals and businesses, financial planning, and providing educational seminars. John's previous experience includes working with Great Western Financial Securities Corporation and W. S. Griffith & Co., Inc.. John has been registered with FINRA since 1994. John's certifications include Certified Financial Planner (CFP®).
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
03/01/2024 - Present
Truist Advisory Services, Inc. (ORMOND BEACH FL)
CA
10/28/1996 - 04/17/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CT
05/03/1994 - 11/20/1996
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BOTH
Issued 12/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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