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 Simpson ii is an Investment Advisor Representative with Steward Partners Investment Advisory, LLC. John William Simpson ii has been in the financial industry since 2015 and has experience working with high-net-worth individuals, corporations, and pension plans. John William Simpson ii has a Series 7 and Series 66 license. In addition to his role at Steward Partners Investment Advisory, LLC, John William Simpson ii also serves as an administrator for Steward Partners Global Advisory.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
LA
04/16/2021 - Present
Steward Partners Investment Advisory, LLC (Shreveport LA)
LA
04/16/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Shreveport LA)
LA
11/10/2015 - 05/10/2021
MORGAN STANLEY (SHREVEPORT LA)
BOTH
Issued 7/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/9/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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