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 Nilson is a financial advisor who has been in the industry since November 6, 1992. John is currently registered with Stratos Wealth Partners, Ltd. in Arizona and Texas. He is also registered in Arizona, Connecticut, Illinois, and Utah. John has a wide range of experience in the financial services industry, having previously worked with LPL Financial LLC, UVEST Financial Services Group, Inc., Webster Investment Services, Inc., Lawson Financial Corporation, Main Street Management Company, and Vanderbilt Securities, Inc. John has passed multiple exams including the Series 63, Series 65, Series 7, Series 24, and the SIE. John provides financial planning, pension consulting, and educational seminars to individuals, corporations, 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.
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.
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.
Percentage of assets under management with third party managers
1
2
AZ
07/26/2021 - Present
Stratos Wealth Partners, Ltd. (SCOTTSDALE AZ)
CT
10/11/2011 - 07/01/2014
LPL FINANCIAL LLC (PLAINVILLE CT)
CT
02/13/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (PLAINVILLE CT)
CT
07/13/1999 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (PLAINVILLE CT)
AZ
09/17/1993 - 07/30/1999
LAWSON FINANCIAL CORPORATION (PHOENIX AZ)
MA
07/30/1991 - 11/17/1992
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NA
06/20/1989 - 08/31/1989
VANDERBILT SECURITIES, INC.
IA
Issued 04/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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