Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Shelton is a financial advisor based in Bellevue, Washington. John has been in the financial industry since June 1, 2006, and holds a Series 6, 7, 63, and 65 license. John is currently registered with MWA Financial Services Inc. in Washington and California. Previously, John worked for PARK AVENUE SECURITIES LLC in Bothell, WA and MML INVESTORS SERVICES, LLC in Bellevue, WA. John specializes in financial planning, selection of other advisors, and portfolio management.
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.
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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WA
08/01/2023 - Present
MWA Financial Services Inc. (Bellevue WA)
WA
06/07/2018 - 08/07/2023
PARK AVENUE SECURITIES LLC (BOTHELL WA)
WA
03/25/2017 - 12/12/2017
MML INVESTORS SERVICES, LLC (BELLEVUE WA)
CA
04/22/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
09/24/2014 - 05/20/2016
AMERITAS INVESTMENT CORP. (SAN DIEGO CA)
CA
09/27/2010 - 12/31/2012
MULTI-FINANCIAL SECURITIES CORPORATION (SAN DIEGO CA)
CA
07/26/2006 - 08/12/2010
CENTARA CAPITAL SECURITIES, INC. (SAN DIEGO CA)
BC
Issued 06/11/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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