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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 Walling is an investment advisor representative with Infinity Financial Services Advisory. John has been in the securities industry since June 14, 1987. John holds Series 6, 63, 22, 65, and SIE licenses. The firm specializes in offering financial planning, pension consulting, and educational seminars to high-net-worth individuals, corporations, and other businesses. John Walling is also registered as an investment advisor representative in Michigan and Texas.
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.
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
12/24/2020 - Present
Infinity Financial Services Advisory (Willis TX)
TX
03/06/2012 - 12/21/2015
FSC SECURITIES CORPORATION (WILLIS TX)
TX
03/18/2008 - 02/28/2012
NEXT FINANCIAL GROUP, INC. (WILLIS TX)
TX
10/20/2005 - 03/18/2008
CAPITAL FINANCIAL SERVICES, INC. (WILLIS TX)
FL
11/19/2003 - 10/20/2005
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
NE
01/02/2003 - 11/20/2003
FREEDOM FINANCIAL, INC. (OMAHA NE)
MN
06/09/1987 - 01/13/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
IA
Issued 11/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2003
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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