Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn McKeon is a financial advisor at Independent Financial Group, LLC. John has been in the financial services industry since February 2007. John holds Series 66, Series 7, Series 24, and SIE licenses and is registered with the state of Washington as an investment advisor representative. John has been with Independent Financial Group, LLC since February 2009. Previously, John worked at PACIFIC WEST SECURITIES, INC. from February 2007 to February 2009. John's specializations include retirement planning, college savings planning, estate planning, and insurance. John is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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2
WA
02/09/2009 - Present
Independent Financial Group, LLC (MARYSVILLE WA)
WA
02/16/2007 - 02/10/2009
PACIFIC WEST SECURITIES, INC. (MARYSVILLE WA)
BOTH
Issued 02/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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