Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Milton Curran is a financial advisor with over 23 years of experience in the industry. John is currently registered with Alight Financial Advisors, LLC, and holds Series 6, 7, 26, 63 and 66 licenses. John has previously worked for Fidelity Brokerage Services, LLC, Fidelity Investments Institutional Services Company, Inc., and Chase Securities of Texas, Inc. John is based in Fort Worth, Texas and has specialized in working with individuals and provides financial planning and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set-up fees and related services
1
2
TX
04/25/2023 - Present
Alight Financial Advisors, LLC (FORTH WORTH TX)
TX
11/17/2015 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
01/01/2008 - 11/14/2012
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
03/20/1999 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
RI
08/30/1997 - 12/31/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
TX
06/26/1996 - 01/02/1997
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
RI
09/01/1993 - 06/17/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 04/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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