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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Knowles-bagwell is an investment advisor representative at Nisa Investment Advisors, LLC. John has been in the industry since 2010. John is registered with the state of Missouri and holds Series 3, 6, 7, 52, and 63 licenses, as well as the SIE exam. John has experience working with pension and profit-sharing plans, insurance companies, state or municipal government entities, and other investment advisors. Nisa Investment Advisors, LLC is headquartered in Saint Louis, Missouri.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Other appropriate measure of program size
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2
MO
09/08/2023 - Present
Nisa Investment Advisors, LLC (ST. LOUIS MO)
MO
12/16/2013 - 04/13/2017
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
01/13/2014 - 11/17/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
VA
07/09/2010 - 11/03/2010
SAGEPOINT FINANCIAL, INC. (RICHMOND VA)
IA
Issued 09/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2021
Series 3 - National Commodity Futures Examination
BC
Issued 04/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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