Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Godwin is a financial advisor with over 25 years of experience in the industry. John is currently registered with BOK Financial Securities, Inc. and has held previous positions at J.P. Morgan Securities LLC, CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION and TD WATERHOUSE INVESTOR SERVICES, INC. John is licensed to provide investment advice in 27 states. John is also the owner of Dooley Collaborative, LLC which is a personal/family LLC that holds rental property and a passive equity stake in a local business. John's clients include corporations, individuals, high-net-worth individuals and charitable organizations.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
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2
OK
10/04/2012 - Present
BOK Financial Securities, Inc. (Tulsa OK)
OK
10/01/2012 - 10/12/2012
J.P. MORGAN SECURITIES LLC (TULSA OK)
OK
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TULSA OK)
IL
05/16/2001 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NE
08/06/1996 - 04/23/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 11/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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