Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Shea is an investment advisor representative at First Advisors National, LLC. John has been in the industry for over 30 years and is registered in Texas. John's experience includes working at several firms, including PLANMEMBER SECURITIES CORPORATION, ARAGON FINANCIAL SERVICES, INC., AMERICAN CLASSIC SECURITIES, INC. and FIRST AMERICAN NATIONAL SECURITIES, INC. John holds the Series 6, 63, 65, and 26 licenses and is a registered representative in the state of Texas. John is also a certified financial planner. John is the owner of Shea Wealthcare, a business that provides online business marketing and advertising services. John is dedicated to helping individuals and families reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Retirement planning consultations
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.
A percentage of the total value of assets under management is charged.
Solicitor/endorsement fees
1
2
TX
01/07/2015 - Present
First Advisors National, LLC (DENTON TX)
TX
01/29/1999 - 12/31/2014
PLANMEMBER SECURITIES CORPORATION (DENTON TX)
CA
01/07/1993 - 12/31/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
FL
11/12/1991 - 12/31/1992
AMERICAN CLASSIC SECURITIES, INC. (PONTE VEDRA FL)
GA
01/22/1985 - 10/02/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 05/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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