Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Douglas Seward is a financial advisor currently registered with LPL Financial LLC. John has been working in the financial services industry since 2005, and holds the Series 7, Series 65 and SIE licenses. John has held previous positions with Invest Financial Corporation, U.S. Wealth Advisors, LLC., and Intersecurities, Inc. In addition to LPL Financial LLC, John also provides financial advisory services through Seward & Company, P.A. and BayShore Advisory Services. John is registered in Florida and has a strong track record of providing financial planning and investment management services to individuals, businesses and institutions.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/15/2018 - Present
LPL Financial LLC (CLEARWATER FL)
FL
02/08/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
07/08/2008 - 05/01/2009
U.S. WEALTH ADVISORS, LLC. (TAMPA FL)
FL
01/13/2005 - 07/08/2008
INTERSECURITIES, INC. (TAMPA FL)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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