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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 Downing is a financial advisor with Cadaret, Grant & Co., Inc., with a focus on financial planning. John has been in the financial industry since 2018 and holds the Series 7, Series 63, and SIE licenses. John is also a Certified Financial Planner and holds registrations in several states, including New York, California, Florida, and Georgia. John has a diverse client base, including individuals, families, and businesses. John offers a range of financial planning services, including retirement planning, investment management, and estate planning. John's goal is to help clients achieve their financial goals. John also manages investment accounts for individuals and businesses. In addition, John provides financial education seminars to the community. John's office is located at 8340 Main Street in Williamsville, NY, and John is a member of the community.
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.
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NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (WILLIAMSVILLE NY)
BC
Issued 04/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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