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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Mark Willson is a financial advisor with Ameriprise Financial Services, LLC. John has over 30 years of experience in the financial services industry, and holds Series 6, 7, 9, 10, 31, 63, and 66 licenses. John is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). John is a Registered Investment Advisor (RIA) in Kansas and Texas. John specializes in financial planning, retirement planning, asset allocation, and investment management. John Mark Willson is committed to 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.
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.
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2
KS
10/05/2009 - Present
Ameriprise Financial Services, LLC (WICHITA KS)
KS
11/02/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (WICHITA KS)
KS
10/18/1991 - 11/07/2007
EDWARD JONES (AUGUSTA KS)
NJ
06/22/1990 - 02/04/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/22/1990 - 02/04/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 10/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/04/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/12/1991
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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