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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 Shall is an investment advisor representative with Avantax Advisory Services. John has been in the financial industry since 1999. His expertise lies in helping individuals and families achieve their financial goals. He has extensive experience in financial planning, retirement planning, and investment management. John is committed to providing personalized advice and strategies to help clients navigate the complexities of the financial markets. He has a strong understanding of financial products and services and is dedicated to providing his clients with the best possible solutions. John is a licensed representative and holds the Series 7, 63 and SIE licenses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
09/07/2021 - Present
Avantax Advisory Services (STATEN ISLAND NY)
NY
06/02/2000 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (STATEN ISLAND NY)
MA
03/08/1999 - 06/07/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 04/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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