Unclaimed
John Walton Poss is a registered representative with Equity Services, Inc. John Poss has been in the securities industry since 1988. John Poss is currently registered with Equity Services, Inc. in Georgia. John Poss is also registered with the following states: Alabama, Colorado, Florida, Georgia, Kentucky, North Carolina, Ohio, Pennsylvania, South Carolina, and Tennessee. John Poss has passed the following exams: Series 6, Series 7, Series 22, Series 63, and SIE. John Poss is also a registered Investment Advisor in Georgia. John Poss is a Registered Representative of Equity Services, Inc. John Poss has been with Equity Services, Inc. since 1988. John Poss provides financial planning, pension consulting, educational seminars, and portfolio management services. John Poss works with individual and institutional 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.
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.
1
2
GA
03/03/2003 - Present
Equity Services, Inc. (ATLANTA GA)
BC
Issued 08/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Poss is the right advisor for you? Invested Better is here to help.