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 Havelka is a financial advisor registered with Edward Jones. John has been in the industry since August 26, 2007. John holds a Series 6, 7, 63 and 66 license and is also a Certified Financial Planner™. John is registered to provide investment advice in Alabama, Arizona, Delaware, Florida, Indiana, Iowa, Minnesota, Montana, North Dakota, South Dakota, Tennessee, Texas, and Wisconsin. John has previous experience working for THRIVENT INVESTMENT MANAGEMENT INC. John is also involved in other business activities including ownership of Havelka Properties, Havelka Enterprise and Rental Property.
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.
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.
See schedule d - miscellaneous
1
2
MN
12/07/2018 - Present
Edward Jones (OWATONNA MN)
MN
08/27/2007 - 10/12/2010
THRIVENT INVESTMENT MANAGEMENT INC. (OWATONNA MN)
BOTH
Issued 11/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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