Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Showalter is an active Registered Representative and Investment Advisor Representative, who has been in the financial industry since September 1998. John Showalter is currently employed by Concourse Financial Group Securities, Inc., where he is registered in Virginia as an Investment Advisor Representative. John Showalter has been registered as a Broker-Dealer with Concourse Financial Group Securities, Inc. since October 2005. Previously, John Showalter was employed by Investcorp, Inc., which is now inactive. John Showalter is registered in fifteen states as a Broker-Dealer and holds a total of four FINRA securities licenses. John Showalter’s areas of expertise include financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
10/26/2005 - Present
Concourse Financial Group Securities, Inc. (Waynesboro VA)
FL
09/16/1998 - 11/17/2004
INVESTACORP, INC. (MIAMI FL)
IA
Issued 10/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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