Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kyle Watkins is a financial advisor with Focus Financial. John has been in the industry since August 3, 1984. John is a Certified Financial Planner. John has been with Focus Financial since October 1993. John provides financial planning and investment advisory services to individuals, families, and businesses. John also provides portfolio management for both individuals and businesses. John's focus is on helping clients 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.
Guidance on pension options to ensure a secure financial future.
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.
Percentage of assets under management with third party manager
1
2
MN
05/21/2019 - Present
Focus Financial (Minneapolis MN)
MN
01/03/1994 - 04/21/1995
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
CA
09/30/1993 - 12/31/1993
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MN
08/02/1984 - 10/01/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
08/02/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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