Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn M. Boles is a financial advisor with Ameriprise Financial Services, LLC, in Georgetown, TX. John has been in the industry since 2004. John holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. John provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to individuals, businesses, and charitable organizations. John's previous experience includes positions at BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, and Guaranty Brokerage 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.
Asset allocation services
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.
1
2
TX
07/14/2021 - Present
Ameriprise Financial Services, LLC (Georgetown TX)
TX
05/16/2013 - 07/14/2021
BBVA SECURITIES INC. (AUSTIN TX)
TX
02/09/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (AUSTIN TX)
TX
12/19/2003 - 12/23/2009
GUARANTY BROKERAGE SERVICES, INC. (AUSTIN TX)
IA
Issued 03/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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