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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William McKissick is a financial advisor with United Capital Financial Advisors. John William McKissick has been in the financial services industry for over 30 years. John William McKissick provides a range of financial services, including financial planning, portfolio management, and insurance products. John William McKissick has a strong track record of success in helping clients achieve their financial goals. Prior to joining United Capital Financial Advisors, John William McKissick worked for Harbour Investments, Inc., CUSO Financial Services, L.P., Fifth Third Securities, Inc., LPL Financial LLC, Primevest Financial Services, Inc., Financial Network Investment Corporation, Corelink Financial, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Forth Financial Securities, Corporation, PRUCO Securities Corporation, Nationwide Advisory Services, Inc., and Lutheran Brotherhood Securities Corp. John William McKissick holds the following licenses and certifications: Series 6, Series 7, Series 22, Series 24, Series 63, Series 66, and SIE. John William McKissick is also a Certified Financial Planner. John William McKissick is committed to providing his clients with the highest level of service and expertise.
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.
Sub-adviser for other investment advisers
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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IN
07/05/2017 - Present
United Capital Financial Advisors (ELKHART IN)
IN
06/21/2013 - 12/31/2015
HARBOUR INVESTMENTS, INC. (ELKHART IN)
MI
06/04/2012 - 05/17/2013
CUSO FINANCIAL SERVICES, L.P. (BUCHANAN MI)
IN
09/02/2011 - 05/31/2012
FIFTH THIRD SECURITIES, INC. (ELKHART IN)
IN
12/15/2010 - 09/07/2011
LPL FINANCIAL LLC (GRANGER IN)
IN
05/17/2004 - 12/15/2010
PRIMEVEST FINANCIAL SERVICES, INC. (ELHART IN)
CA
06/12/1997 - 05/28/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
03/11/1997 - 06/10/1997
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
IN
08/17/1995 - 01/22/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/17/1995 - 01/22/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
VA
02/10/1994 - 08/11/1995
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
NJ
02/03/1993 - 10/04/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
OH
01/13/1992 - 01/22/1993
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
MN
04/13/1983 - 01/16/1992
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 03/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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