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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 McGillewie is a financial advisor with Frost Investment Services, located in MCKINNEY, TX. John has been in the financial industry since 2022 and holds the Series 63, Series 7TO and SIE licenses. John specializes in financial planning and portfolio management for businesses and individuals. Prior to joining Frost Investment Services, John worked as a financial advisor at CHARLES SCHWAB & CO., 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.
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.
A percentage of the total value of assets under management is charged.
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TX
09/25/2024 - Present
Frost Investment Services (MCKINNEY TX)
TX
06/17/2023 - 08/22/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
BC
Issued 05/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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