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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 Howells is a financial advisor with Equitable Advisors, LLC. John has been in the financial services industry since 1984 and holds a Series 6, 7, 24, 63, and 65 licenses. John has also earned the Certified Financial Planner designation. John's office is located in Vista, CA and John offers services to individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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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2
CA
08/13/2015 - Present
Equitable Advisors, LLC (VISTA CA)
NY
05/22/1991 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
07/24/2001 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NA
06/05/1987 - 12/31/1990
W. S. GRIFFITH & CO., INC.
CT
12/12/1985 - 12/31/1990
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
05/12/1983 - 07/19/1985
MONY SECURITIES CORP.
IA
Issued 01/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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