Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Phillip Mowery is a financial advisor in Bloomington, MN, registered with Mercer Global Advisors Inc. John is a certified financial planner. Before joining Mercer Global Advisors Inc., John worked as a financial advisor at Cetera Advisors LLC and Pacific West Securities, Inc. John is a Registered Representative with over 20 years of experience in the financial services industry. John is also an active member of the Ronald McDonald House Charities - Upper Midwest Investment Committee.
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.
Trust services, estate planning, tax return preparation, consultation
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
MN
03/01/2024 - Present
Mercer Global Advisors Inc. (Bloomington MN)
MN
02/28/2012 - 10/01/2013
CETERA ADVISORS LLC (EDINA MN)
MN
01/01/2006 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (EDINA MN)
TX
06/29/2000 - 09/19/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 08/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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