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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 Frederick Dalton is a financial professional with over 20 years of experience in the financial services industry. John is registered to provide investment advice in Illinois and Texas. John is currently employed by Managed Asset Portfolios, LLC, a firm that specializes in providing portfolio management services to individuals, businesses, and institutions. John has experience working with high-net-worth individuals, corporations, and institutional clients. John is also a Chartered Financial Analyst.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio management for trusts and offshore vehicles; model
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
01/14/2019 - Present
Managed Asset Portfolios, LLC (ROCHESTER MI)
NY
01/19/2015 - 01/11/2016
CATALYST MUTUALS FUND DISTRIBUTORS LLC (NEW YORK NY)
MO
06/08/2012 - 12/31/2014
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
NY
01/13/2012 - 03/09/2012
MATRIX CAPITAL GROUP, INC. (NEW YORK NY)
IL
06/12/1992 - 07/19/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (NORTHBROOK IL)
BC
Issued 01/12/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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