Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn James White is an investment advisor representative at Kowal Investment Group, LLC. John has been in the industry since March 19, 2014 and has experience with financial planning and portfolio management. John has a Series 7 and Series 66 license and is also a Certified Financial Planner. Prior to joining Kowal Investment Group, John worked at Raymond James Financial Services, Inc. and MML Investors Services, LLC.
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.
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
WI
09/30/2020 - Present
Kowal Investment Group, LLC (BROOKFIELD WI)
WI
10/31/2018 - 10/12/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (WAUKESHA WI)
WI
07/11/2016 - 10/18/2018
MML INVESTORS SERVICES, LLC (OCONOMOWOC WI)
WI
02/24/2014 - 06/28/2016
EDWARD JONES (WAUKESHA WI)
BOTH
Issued 03/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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