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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 Harmon King is a financial advisor currently registered with Dakota Wealth, LLC. John has been in the industry since 2003 and has experience working with clients in a variety of sectors including individuals, high-net-worth individuals, corporations, charitable organizations, investment companies and pooled investment vehicles. John has a Series 6, Series 63 and Series 65 license and specializes in retirement planning, college savings, estate planning, insurance, tax planning, and investment management.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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
FL
09/24/2021 - Present
Dakota Wealth, LLC (PALM BEACH GARDENS FL)
NY
01/05/2006 - 10/06/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SYRACUSE NY)
IL
03/30/2004 - 12/14/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
07/11/2003 - 03/05/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/11/2003 - 03/05/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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