Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Howard Adair is a financial professional with over 25 years of experience in the financial services industry. John is currently registered with Avantax Advisory Services in Florida and Maryland. John holds the Series 63, 65, 66 and 7 securities licenses as well as the SIE. John has a long history of working with individuals and businesses in the financial services industry, and specializes in financial planning, portfolio management, and pension consulting. John is committed to providing his clients with the highest level of service and personalized advice.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
02/15/2012 - Present
Avantax Advisory Services (West Palm Beach FL)
NJ
08/11/1998 - 09/11/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 12/30/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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