Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Navin is an investment advisor representative at AE Wealth Management, LLC. John has been in the industry since 1993 and holds Series 6, 63, and 65 licenses. John is passionate about helping individuals and families achieve their financial goals. John has experience in providing financial planning, portfolio management, and insurance sales.
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
TN
10/04/2016 - Present
AE Wealth Management, LLC (Nashville TN)
IL
07/21/2008 - 10/23/2014
TRUSTMONT FINANCIAL GROUP, INC. (ST CHARLES IL)
TN
07/22/2005 - 04/15/2008
WATERSTONE FINANCIAL GROUP, INC. (BRENTWOOD TN)
MN
02/26/2003 - 07/25/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
04/20/2000 - 03/03/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
11/03/1999 - 04/27/2000
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
CT
04/18/1996 - 11/03/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NE
11/14/1995 - 04/18/1996
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 04/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2014
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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