Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Stewart Mc connell is a financial advisor with over 20 years of experience in the industry. John has a Series 7 and Series 66 licenses. John is registered with Ameriprise Financial Services, LLC in Florida and Texas. John has previously been registered with IDS LIFE INSURANCE COMPANY and 1ST DISCOUNT BROKERAGE, INC.. John's practice focuses on providing financial planning, portfolio management, and educational seminars to individuals, businesses, charitable organizations, and pension and profit sharing plans. John has also worked as a licensed agent with Ameriprise Financial Services, Inc. and Riversource Life Insurance Company.
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.
Asset allocation services
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
FL
10/05/2006 - Present
Ameriprise Financial Services, LLC (CLEARWATER FL)
MN
01/16/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
10/31/2002 - 12/11/2002
1ST DISCOUNT BROKERAGE, INC. (LAKE WORTH FL)
BOTH
Issued 02/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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