Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Oleon is a financial advisor with Avantax Advisory Services. John has been in the financial services industry since 2019. John holds a Series 7, Series 66, and SIE. John has worked at both Hilltop Securities Inc. and Fidelity Brokerage Services LLC. John has a wide range of experience and expertise in the financial services industry. John is committed to providing his clients with personalized financial advice and guidance. John is available to help clients with a wide range of financial needs, including retirement planning, college savings, estate planning, and investment management.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
04/27/2022 - Present
Avantax Advisory Services (Dallas TX)
TX
01/25/2021 - 03/15/2022
HILLTOP SECURITIES INC. (DALLAS TX)
TX
08/29/2019 - 11/16/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 09/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure John Oleon is the right advisor for you? Invested Better is here to help.
