Unclaimed
John Walter Vidal is a financial advisor who has been in the industry since 1981. John is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2005. John has a Series 7, Series 22, and Series 63 license, as well as a Series 6TO license. John has been a registered representative of Ameriprise Financial Services, LLC for over 25 years. John's expertise includes portfolio management for businesses and individuals, financial planning, pension consulting, and asset allocation services. John also provides educational seminars to clients.
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
IN
10/09/2006 - Present
Ameriprise Financial Services, LLC (CROWN POINT IN)
MN
11/26/1981 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
11/26/1981 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 11/06/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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