Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Chatmas is a financial advisor with over 29 years of experience in the industry. John is currently registered with Waterloo Capital and Intelligent Wealth Solutions LLC, and holds the Series 31, Series 7, and Series 6 licenses. John's prior experience includes roles at NFP Securities, Inc., Morgan Keegan & Company, Inc., Morgan Stanley DW Inc., Salomon Smith Barney Inc., and The Equitable Life Assurance Society of the United States. John specializes in working with individuals and high-net-worth individuals, and provides financial planning and investment management services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
02/11/2011 - Present
Waterloo Capital (AUSTIN TX)
TX
11/29/2007 - 01/03/2011
NFP SECURITIES, INC. (AUSTIN TX)
TX
03/30/2001 - 12/05/2007
MORGAN KEEGAN & COMPANY, INC. (AUSTIN TX)
NY
04/30/1999 - 04/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/26/1992 - 04/28/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
02/18/1992 - 09/24/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/18/1992 - 09/24/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/28/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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