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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 Cummins is a financial professional with over 20 years of experience. John has a wide range of experience with multiple firms including, Transam Securities, Inc., Windward Securities Corporation, Valmark Securities, Inc., Lincoln Financial Advisors Corporation, Aetna Investment Services, Inc., and Washington Square Securities, Inc. John Cummins is currently registered as an Investment Advisor Representative with Portfolio Design Services, LLC. John Cummins's specializations include portfolio management for individuals, pension consulting and financial planning services.
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.
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.
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FL
01/01/2025 - Present
Portfolio Design Services, LLC (ORLANDO FL)
FL
01/06/2006 - 10/05/2010
TRANSAM SECURITIES, INC. (WINTER PARK FL)
NH
07/07/2004 - 02/14/2005
WINDWARD SECURITIES CORPORATION (CONCORD NH)
OH
07/26/1999 - 07/02/2002
VALMARK SECURITIES, INC. (AKRON OH)
IN
02/25/1999 - 07/26/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
CT
01/28/1998 - 01/12/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
10/31/1997 - 01/05/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CT
10/15/1992 - 03/07/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
TX
01/04/1991 - 10/20/1992
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
CT
06/06/1990 - 10/16/1992
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
NY
03/01/1983 - 06/13/1990
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
NA
10/02/1973 - 07/26/1981
GENERAL AMERICAN LIFE INSURANCE COMPANY
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/26/1973
Series 1 - Registered Representative Examination
Active
Inactive
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