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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 Rowe is a registered investment advisor representative in 15 states and a registered investment advisor in 14 states. John has been in the industry for over 10 years and has experience with Equitable Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John has several exams including Series 63, Series 65, Series 7, and SIE. John is an active member of the Boys and Girls Club. John is currently registered with Equitable Advisors, LLC and their office is located at 8911 N. CAPITAL OF TEXAS HIGHWAY, BLDG 4, SUITE4350, AUSTIN, TX 78759. John offers various services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
TX
01/07/2021 - Present
Equitable Advisors, LLC (AUSTIN TX)
TX
12/12/2017 - 10/03/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CEDAR PARK TX)
TX
11/05/2012 - 04/17/2017
AXA ADVISORS, LLC (AUSTIN TX)
IA
Issued 05/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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