Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kamel is a financial advisor with Independent Advisor Alliance, LLC. John has been in the industry since December 2021, providing financial advice to individuals and businesses in Charlotte, North Carolina. John is registered with the state of North Carolina as a Registered Investment Advisor. John is also a Series 7, Series 66, Series 9 and Series 10 licensed representative. John's specializations include investment advisory services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. John's previous experience includes working for UBS Financial Services Inc.
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
NC
06/12/2023 - Present
Independent Advisor Alliance, LLC (Charlotte NC)
NC
12/09/2021 - 06/12/2023
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
BOTH
Issued 03/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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