Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Malcomb Massey is a financial advisor with over 30 years of experience in the industry. John is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. John has a wide range of experience and holds the Series 6, Series 63, and SIE licenses. John's previous employers include Raymond James Financial Services, Inc., ProEquities, Inc., UVEST Financial Services Group, Inc., Park Avenue Securities LLC, and Guardian Investor Services Corporation. John is a dedicated financial professional who is committed to helping clients achieve 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.
1
2
TX
02/27/2020 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
AL
06/21/2013 - 02/28/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (MONTGOMERY AL)
AL
08/15/2007 - 07/16/2013
PROEQUITIES, INC. (MONTGOMERY AL)
AL
06/20/2003 - 08/03/2007
UVEST FINANCIAL SERVICES GROUP, INC. (MONTGOMERY AL)
NY
05/03/1999 - 06/13/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/11/1985 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
09/28/1984 - 02/23/1987
CHUBB SECURITIES CORPORATION
BC
Issued 11/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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