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 a financial advisor at Steward Partners Investment Advisory, LLC. John has been in the industry for 8 years. John holds the Series 7 and Series 66 licenses. John has been registered in the state of Texas since 4/16/2021 and the state of Louisiana since 4/16/2021. John has over 20 years of experience in the financial services industry. John is committed to helping clients achieve their financial goals. John is a registered representative of Raymond James Financial Services, Inc. and Steward Partners Investment Advisory, LLC, both of which are broker-dealers.
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.
1
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 07/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Simpson ii is the right advisor for you? Invested Better is here to help.
