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. Katon is a financial advisor registered with Concourse Financial Group Securities, Inc.. John has been in the industry since 2022. John is also registered with the following states: Arizona, California, Delaware, District of Columbia, Florida, Georgia, Maryland, New Jersey, North Carolina, Pennsylvania, South Carolina, and Virginia. John holds the Series 7, Series 66, and SIE licenses and has experience with various investment products and services. John has experience providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
04/17/2023 - Present
Concourse Financial Group Securities, Inc. (GREENSBORO NC)
NC
09/22/2022 - 11/23/2022
EQUITABLE ADVISORS, LLC (RALEIGH NC)
NC
03/21/2022 - 08/26/2022
PRUCO SECURITIES, LLC. (Greensboro NC)
BOTH
Issued 10/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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