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 Sokol is a financial advisor who is registered with PFS Investments Inc. and is licensed in Florida, Illinois and Washington. John has been in the financial services industry since 2000 and has a history of working with MWA FINANCIAL SERVICES INC., NATCITY INVESTMENTS, INC., and WADDELL & REED, INC. John has taken the Series 6, 63, 6TO, SIE and 22 exams. John has worked in the financial services industry for over 20 years and is able to offer portfolio management services for individuals.
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.
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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2
IL
11/10/2019 - Present
PFS Investments Inc. (TINLEY PARK IL)
IL
06/06/2015 - 11/13/2015
MWA FINANCIAL SERVICES INC. (Momence IL)
IL
11/10/2005 - 04/12/2007
NATCITY INVESTMENTS, INC. (BOURBONNAIS IL)
KS
05/25/2001 - 11/21/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
KS
09/14/1987 - 01/10/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 12/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/13/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/13/1991
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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