Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edmond Demontel is a financial advisor with over 30 years of experience in the financial industry. John has a strong background in securities and investments, holding Series 6, 7, and 63 licenses, as well as a Series 65 license. John is currently registered with Principal Securities, Inc. and has previously worked at AXA Advisors, LLC and MONY Securities Corporation. John is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. John's primary office is located in Corpus Christi, TX.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TX
11/28/2006 - Present
Principal Securities, Inc. (CORPUS CHRISTI TX)
TX
06/01/2005 - 11/14/2006
AXA ADVISORS, LLC (CORPUS CHRISTI TX)
NY
12/02/1993 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 05/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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