John Dodson
Springfield, Missouri, 65804
Member Since 2010
To establish working partnerships with my clients to the point at which they consider me to be their primary
resource for their investment and insurance needs. For more than 26 years I have provided comprehensive
resources, tools, advice and expertise to help clients just like you reach their financial goals. My team is committed to listening to your concerns in order to develop appropriate, customized financial solutions
that will help you secure an independent financial future for you and your family.
Clients have many choices from a wide variety of insurance and investment management companies that we research and analyze for their performance, cost, and benefits in order to confidently ascertain that their expectations will be met.
My Location
Background Information
Years of Financial Experience
- 26
Association Memberships
- SAIFA
- NAIFA
- MDRT
Methods of Compensation
- Financial Planning:
- Investment Services:
Primary Custodian(s)
- Pershing, LLC
Types of Financial Reports
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 1532777
- Securities Registrations: Series 7, Series 6, Series 63
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health, Property & Casualty
Company Names
- Registered Investment Advisor: MetLife Securities, Inc.
- Broker/Dealer: MetLife Securities, Inc.
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Disclosure(s)
- View StatementMetLife does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance. Banking products and services, including deposit accounts, offered by MetLife Bank(R), NA, Member FDIC, a MetLife affiliated company. Metropolitan Life Insurance Company (MLIC), New York, NY 10166. Securities products and investment advisory services offered by MetLife Securities, Inc. (MSI) a registered investment adviser (member FINRA/SIPC), New York, NY 10036. MLIC and MSI are MetLife Companies. John Dodson is a Financial Services Representative and Investment Adviser Representative of MetLife. L0811204224[exp0912][MO]
- View Statement
Planning Services
- Retirement, College Funding, Estate
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- Mutual Funds, Securities, Hedge Fund, REITs, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Health, Property & Casualty, Business
Visit Website - http://www.johndodson.com
