Unclaimed
John McCalla is a financial advisor currently associated with RBC Capital Markets, LLC, located in Billings, MT. John is a registered representative with Series 7, Series 55, Series 63, and Series 66 licenses. John has been active in the financial services industry since 2003. Prior to joining RBC Capital Markets, LLC, John was employed by Morgan Stanley Smith Barney, GH TRADERS LLC, Goldenberg, Hehmeyer & Co., Gelber Securities, LLC, Rock Island Securities, Inc., Blue Chip Trading L.L.C., and GVR COMPANY. John has a wide range of experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MT
02/05/2015 - Present
RBC Capital Markets, LLC (BILLINGS MT)
MT
04/29/2011 - 06/05/2012
MORGAN STANLEY SMITH BARNEY (BILLINGS MT)
IL
08/10/2007 - 05/18/2009
GH TRADERS LLC (CHICAGO IL)
IL
02/18/2005 - 02/16/2007
GOLDENBERG, HEHMEYER & CO. (CHICAGO IL)
IL
07/30/2002 - 02/08/2005
GELBER SECURITIES, LLC (CHICAGO IL)
IL
02/04/2002 - 06/04/2003
ROCK ISLAND SECURITIES, INC. (CHICAGO IL)
IL
11/19/2001 - 12/12/2001
BLUE CHIP TRADING L.L.C. (GLEN ELLYN IL)
IL
12/05/1997 - 03/19/1999
GVR COMPANY (CHICAGO IL)
BOTH
Issued 06/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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