Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Distad is a financial advisor with D.a. Davidson & Co., with over 40 years of experience in the financial services industry. John is registered with FINRA and holds multiple licenses and certifications, including Series 7, Series 63, Series 65, Series 10, and Series 9. John is active in the states of California, Texas, Alabama, Arizona, Colorado, District of Columbia, Florida, Georgia, Hawaii, Idaho, Indiana, Maine, Massachusetts, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, North Carolina, Oregon, South Carolina, Utah, Virginia, Washington, and Wisconsin.
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.
A percentage of the total value of assets under management is charged.
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2
CA
09/25/2018 - Present
D.a. Davidson & Co. (Ventura CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (VENTURA CA)
CA
12/07/2010 - 11/04/2013
CROWELL, WEEDON & CO. (VENTURA CA)
CA
12/22/1994 - 12/07/2010
UBS FINANCIAL SERVICES INC. (OXNARD CA)
NY
02/24/1978 - 12/22/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/24/1975 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
IA
Issued 05/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/08/2001
Series 4 - Registered Options Principal Examination
BC
Issued 04/04/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1979
PC - AMEX Put and Call Exam
BC
Issued 04/19/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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