Unclaimed
John Ross Ballantyne is a financial advisor with over 13 years of experience in the industry. John is currently registered as a Registered Representative with USAA Investment Services Co. John is also a registered Investment Advisor Representative in Texas. John has previously been registered with USAA FINANCIAL ADVISORS, INC. and AXA ADVISORS, LLC. John holds the Series 7, Series 63, Series 65, and SIE licenses. John is a soccer coach for the Classics Elite Soccer Academy in San Antonio, TX.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
FL
01/08/2018 - Present
Usaa Investment Services Co. (TAMPA FL)
TX
03/10/2010 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
08/03/2007 - 01/29/2010
AXA ADVISORS, LLC (SAN ANTONIO TX)
IA
Issued 08/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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