Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn McDaniels is a financial advisor with Level Four Advisory Services. John has been in the industry since 1986 and has a Series 6, Series 63, and Series 65 license. John is also a registered representative in New Mexico and Texas. John McDaniels provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. John is a registered representative of Level Four Advisory Services and has over 35 years of experience in the financial services industry.
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.
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 - portion of assets managed by other advisors
1
2
TX
07/06/2021 - Present
Level Four Advisory Services (DALLAS TX)
NM
05/29/2013 - 02/19/2021
MML INVESTORS SERVICES, LLC (HOBBS NM)
AZ
02/08/2000 - 05/28/2013
NEW ENGLAND SECURITIES (PHOENIX AZ)
MA
02/07/1986 - 01/19/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 07/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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