Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Shockey is a financial advisor registered with Independent Solutions Wealth Management, LLC. John is a financial professional with experience in providing financial advice to individuals, corporations and charitable organizations. John has been active in the financial services industry since 2002. John is also registered as an Investment Advisor Representative in Louisiana and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
03/02/2016 - Present
Independent Solutions Wealth Management, LLC (WILLIAMSVILLE NY)
LA
09/16/2015 - 02/19/2016
SUMMIT BROKERAGE SERVICES, INC. (SHREVEPORT LA)
LA
03/12/2014 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (SHREVEPORT LA)
LA
07/01/2005 - 03/20/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHREVEPORT LA)
MO
05/02/2002 - 07/06/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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