Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Walton Simmons is an investment advisor representative with Invicta Advisors LLC. John has been in the industry since August 9, 1992 and has held various positions at different firms including Andrews Partners and Morgan Stanley. John's current registrations are with the state of Pennsylvania. The firm's main office is in Oakmont, Pennsylvania. Invicta Advisors LLC provides financial planning and portfolio management for individuals. The firm manages approximately $192,282,372 in assets for 1192 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.
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.
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2
PA
12/11/2023 - Present
Invicta Advisors LLC (OAKMONT PA)
CO
06/08/2012 - 07/31/2013
ANDREWS PARTNERS (DENVER CO)
GA
08/27/2003 - 06/05/2012
MORGAN STANLEY DISTRIBUTION, INC. (ATLANTA GA)
NY
10/22/2003 - 09/19/2006
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
03/22/2001 - 10/21/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
11/29/1990 - 08/06/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 08/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/24/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 03/04/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/12/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 11/27/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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