Unclaimed
John Norman Dowdall is a financial advisor with Planmember Securities Corp. located in Fulshear, TX. John is registered with the state of Texas and is licensed to provide financial advice and sell securities in multiple states. John has been working in the financial services industry since March 1, 1999. John holds the Series 6, Series 63 and SIE licenses and has extensive experience in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. John specializes in providing investment supervisory services and has a proven track record of helping clients achieve their financial goals.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
03/17/2006 - Present
Planmember Securities Corp. (Fulshear TX)
MA
03/02/1999 - 03/02/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/02/1999 - 03/02/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 11/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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