Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Orlando Williams is a financial professional based in Nashville, Tennessee with over 30 years of experience in the industry. John currently works at &Partners, a registered investment advisor with over $1 billion in assets under management. John is licensed to provide investment advice and sell securities in Tennessee and New York. In addition to his Series 7, 3, 52TO, and SIE licenses, John is also a registered principal. John has worked with a variety of clients over his career, including individuals, families, corporations, trusts, estates, and pension plans. He is dedicated to providing clients with personalized financial advice and helping them 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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
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TN
10/22/1996 - Present
&partners (NASHVILLE TN)
GA
08/31/1995 - 10/28/1996
EQUITABLE SECURITIES CORPORATION (ATLANTA GA)
NJ
07/11/1991 - 08/11/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/21/1989 - 08/05/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1989
Series 3 - National Commodity Futures Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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