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 Townsend is a financial advisor with over three years of experience in the industry. John is a registered representative of D.a. Davidson & Co. and is licensed to offer securities and investment advice in several states across the country. John has a background in business and finance, having earned a Bachelor of Science degree from the University of Southern California. He is committed to providing clients with personalized financial advice and guidance. John specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. John's experience with GWN Securities, Inc. and Equitable Advisors, LLC, allowed him to develop a comprehensive understanding of different financial products and strategies.
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
CA
12/08/2021 - Present
D.a. Davidson & Co. (ENCINO CA)
CA
06/22/2021 - 10/21/2021
GWN SECURITIES INC. (PASADENA CA)
CA
01/07/2021 - 06/23/2021
EQUITABLE ADVISORS, LLC (LOS ANGELES CA)
BOTH
Issued 02/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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