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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 Elwin Worrel is an investment advisor representative with Ameritas Advisory Services, LLC, based in Metairie, LA. John has been in the financial services industry for over 27 years. He holds the Series 6, 7, 24, 63, and 65 licenses and has been registered with FINRA since 2000. Prior to joining Ameritas Advisory Services, LLC, John was with The Advisors Group, Inc., in Bethesda, MD and Princor Financial Services Corporation, in Des Moines, IA. John specializes in providing financial planning, portfolio management, and pension consulting services.
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
1
2
LA
08/16/2024 - Present
Ameritas Advisory Services, LLC (Metairie LA)
MD
01/23/2003 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
11/08/1995 - 02/05/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 02/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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