Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn P. Rowan is an investment advisor representative who is actively registered in Michigan and several other states. John has been in the financial industry since 1995 and has experience with Ameriprise Financial Services, LLC, HSBC Securities (USA) Inc., Chase Investment Services Corp., American Express Financial Advisors Inc., and IDS Life Insurance Company. John holds Series 63, 65, 66 and 7 securities licenses. He also holds the SIE. John specializes in portfolio management, financial planning, educational seminars and asset allocation 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.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MI
08/07/2013 - Present
Ameriprise Financial Services, LLC (Novi MI)
NY
08/18/2006 - 09/03/2008
HSBC SECURITIES (USA) INC. (HUNTINGTON NY)
NY
05/03/2004 - 08/02/2006
CHASE INVESTMENT SERVICES CORP. (DEER PARK NY)
MN
09/20/1995 - 05/07/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/20/1995 - 05/07/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/27/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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