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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 Frank McShan is a financial advisor in Bridgeport, TX with over 30 years of experience. John is registered with Ameriprise Financial Services, LLC and has previously been with Investment Professionals, Inc., Raymond James Financial Services, Inc., Primevest Financial Services, Inc. and Dean Witter Reynolds Inc. John holds licenses in 7 states and has passed numerous FINRA exams including the Series 3, Series 7, Series 24, Series 51 and Series 63 exams. John's specialties include asset allocation, financial planning, pension consulting, educational seminars, portfolio management for individuals, portfolio management for businesses and selection of other advisers. John is also registered with the state of Texas as an Investment Adviser Representative.
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.
Asset allocation services
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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TX
06/22/2018 - Present
Ameriprise Financial Services, LLC (Bridgeport TX)
TX
02/28/2014 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (BOWIE TX)
TX
11/01/2006 - 03/03/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOWIE TX)
TX
12/13/1996 - 10/31/2006
PRIMEVEST FINANCIAL SERVICES, INC. (BOWIE TX)
NY
03/23/1988 - 03/04/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 03/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1991
Series 3 - National Commodity Futures Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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