Unclaimed
John Holloway is a financial advisor with Raymond James Financial Services Advisors, Inc. John has been a financial advisor for over 18 years and is registered in 22 states. John specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and retirement plans. John has a strong track record of success in helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
02/25/2013 - Present
Raymond James Financial Services Advisors, Inc. (Corpus Christi TX)
TX
06/01/2009 - 03/06/2013
MORGAN STANLEY (CORPUS CHRISTI TX)
TX
05/28/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CORPUS CHRISTI TX)
TX
07/06/2005 - 03/12/2007
CHASE INVESTMENT SERVICES CORP. (AUSTIN TX)
IL
06/07/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 06/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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