Unclaimed
John Porter Sawyer is a financial advisor with over 20 years of experience in the financial services industry. John is currently registered with Flagship Harbor Advisors, LLC and has previously worked with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. John holds a Series 63, Series 7, Series 9, Series 10, Series 24, and Series 51 license. John specializes in providing financial planning, investment advisory, and educational seminar services to individuals, families, and small businesses. John's firm, Flagship Harbor Advisors, LLC, is an independent registered investment advisor firm that provides financial advice and services to individuals, families, and small businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
MA
12/22/2010 - Present
Flagship Harbor Advisors, LLC (BOSTON MA)
MA
07/28/1999 - 12/20/2010
AMERIPRISE FINANCIAL SERVICES, INC. (BOSTON MA)
MN
07/28/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/11/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/17/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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