Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn McCallum is a financial professional with experience in the securities industry dating back to 2011. John's career has spanned several prominent firms, including Edward Jones, Optionshouse, tastyworks, Inc., and currently, M1 Finance. John possesses a comprehensive set of licenses and credentials, including Series 3, 4, 7, 24, 66, 99TO, and SIE. John's expertise extends across various areas, such as portfolio management, financial planning, and investment advice.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
06/02/2024 - Present
M1 Finance (Chicago IL)
IL
09/13/2016 - 08/18/2021
TASTYWORKS, INC. (Chicago IL)
IL
01/21/2015 - 09/12/2016
OPTIONSHOUSE (CHICAGO IL)
IL
01/18/2012 - 01/21/2015
OPTIONSHOUSE, LLC (CHICAGO IL)
MO
03/25/2011 - 07/13/2011
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 04/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2015
Series 24 - General Securities Principal Examination
BC
Issued 05/21/2014
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2015
Series 3 - National Commodity Futures Examination
BC
Issued 03/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John McCallum is the right advisor for you? Invested Better is here to help.
