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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 Williams is a financial advisor with over 40 years of experience in the industry. John has been with Valmark Advisers, Inc. since 2009, and has a long history of providing financial advice to individuals, families, and businesses. John is a Chartered Financial Consultant and holds Series 6, 22, 63, 82TO, and SIE licenses. John David Williams is committed to helping clients achieve their financial goals, and has a proven track record of success. John is registered with the following states: California, Colorado, Connecticut, Florida, Illinois, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Dakota, and Wyoming.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
MA
11/27/2019 - Present
Valmark Advisers, Inc. (Wellesley MA)
MA
01/02/2008 - 07/28/2009
M HOLDINGS SECURITIES, INC. (WELLESLEY HILLS MA)
MA
07/15/2005 - 12/31/2007
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
05/31/2000 - 12/31/2004
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
NY
10/13/1993 - 06/06/2000
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CT
03/22/1993 - 03/20/1996
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
10/08/1982 - 02/26/1993
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
10/08/1982 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 10/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2022
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/06/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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