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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 Francis Dodds is an Investment Advisor Representative at Kestra Advisory Services, LLC in Wauwatosa, WI. John is a seasoned financial professional with over 40 years of experience in the industry. John has a broad range of experience in investment advisory services and is registered with the state of Wisconsin. John's expertise covers various areas including financial planning, pension consulting, and portfolio management for individuals and businesses. John is also a published author on Marquette University basketball.
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.
A percentage of the total value of assets under management is charged.
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2
WI
04/19/2016 - Present
Kestra Advisory Services, LLC (Wauwatosa WI)
MA
03/01/1996 - 06/20/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
12/13/1993 - 09/16/1996
MANEQUITY, INC. (BOSTON MA)
NA
09/12/1988 - 03/01/1996
G. R. PHELPS & CO., INC.
MO
10/11/1982 - 08/01/1989
INA SECURITY CORPORATION (KANSAS CITY MO)
NA
05/10/1984 - 05/20/1986
FINANCIAL NETWORK INVESTMENT CORPORATION
BC
Issued 09/12/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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