Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Philip Illingworth is a financial advisor registered with Transamerica Retirement Advisors, LLC and has been in the industry since 2006. John holds Series 7 and Series 66 securities licenses and a Series 63 state license, as well as the SIE. John specializes in financial planning, portfolio management, and pension consulting. John previously worked at OneAmerica Securities, Inc., ProEquities, Inc., Edward Jones, RS Funds Distributor LLC, Guardian Investor Services LLC, and FSC Securities Corporation. John is a Board Member of the Indiana State University Scott College of Business Young Professionals Board.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
IN
03/01/2022 - Present
Transamerica Retirement Advisors, LLC (Carmel IN)
IN
12/18/2017 - 02/24/2022
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
AL
08/17/2016 - 11/08/2017
PROEQUITIES, INC. (BIRMINGHAM AL)
IN
09/29/2014 - 07/08/2016
EDWARD JONES (INDIANAPOLIS IN)
PA
06/02/2014 - 09/29/2014
RS FUNDS DISTRIBUTOR LLC (VILLANOVA PA)
NY
02/27/2012 - 06/02/2014
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
GA
06/21/2010 - 02/27/2012
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
09/18/2008 - 04/26/2010
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MA
02/27/2006 - 08/26/2008
EDWARD JONES (MARLBOROUGH MA)
BOTH
Issued 10/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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