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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 Michael Ellis is a registered investment advisor representative with First Heartland Consultants, Inc. based in Fulton, Mississippi. John has been working in the securities industry since September 2016 and is licensed to provide investment advice in Alabama, Georgia, and Mississippi. John is also a registered representative in Mississippi. John has a strong background in financial planning and has experience working with individuals, businesses, and retirement plans.
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.
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
MS
04/04/2019 - Present
First Heartland Consultants, Inc. (FULTON MS)
MS
09/17/2016 - 02/21/2018
WOODMEN FINANCIAL SERVICES, INC. (SALTILLO MS)
IA
Issued 03/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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