Advisors at this firm
Jiexiong L
Series 63, Series 65
San Antonio, TX
World Choice Securities, Inc.
Jiexiong Liu is a financial advisor at World Choice Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple firms, including Benefit Mall, Life Marketers, and Humana Health Insurance, where he is involved in selling health and life insurance products. Outside of financial advising, he serves as president of JMW Technologies, Inc., managing IT client relationships. World Choice Securities, Inc. serves individual investors across a range of wealth levels, providing portfolio management, financial planning, and access to third-party investment solutions. The firm emphasizes globally diversified portfolios aligned with client risk profiles and offers both discretionary and non-discretionary account management.
Olin J
ChFC®, Series 63, Series 65
Columbus, OH
World Choice Securities, Inc.
Olin Johanssen is a financial advisor at World Choice Securities, Inc. with 49 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining World Choice Securities in 2018, he worked at THE O.N. Equity Sales Company, Ohio National Financial Services, and Voya Financial Advisors. In addition to his advisory role, he is involved in selling life, health, disability, and long-term care insurance through Johanssen Financial Services. World Choice Securities, Inc. serves individual investors across wealth levels, offering portfolio management, financial planning, and access to third-party investment solutions. The firm emphasizes globally diversified portfolios aligned with clients’ risk profiles and employs a range of strategies including discretionary and non-discretionary management.
Robert C
Series 63, Series 65
Columbus, OH
World Choice Securities, Inc.
Robert Cargin is a financial advisor with World Choice Securities, Inc. in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory work, he is a managing member of RFG Properties, LLC, a property management business. World Choice Securities, Inc. serves both high-net-worth and non-high-net-worth individual investors, offering portfolio management, financial planning, and access to third-party and sub-advisory solutions. The firm employs globally diversified investment strategies aligned with client risk profiles and conducts formal account reviews at least quarterly.
Michael H
ChFC®, Series 63
Columbus, OH
World Choice Securities, Inc.
Michael Haddaway is a financial advisor at World Choice Securities, Inc. with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Capital City Securities, LLC and Regis Asset Management, LLC. Outside of his advisory work, Haddaway is involved in insurance sales, focusing on traditional life, disability, and long-term care insurance through his sole proprietorship and affiliations. World Choice Securities, Inc. serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management, financial planning, and access to third-party and sub-advisory solutions. The firm emphasizes globally diversified portfolios aligned with client risk profiles and employs a range of strategies, including discretionary and non-discretionary account management.
Donald G
Series 63, Series 65
Canyon Lake, TX
World Choice Securities, Inc.
Donald Gearhart is a financial advisor with World Choice Securities, Inc. in Canyon Lake, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at World Choice Securities since 2004 and previously spent 17 years with The Independent Bankers Bank. World Choice Securities, Inc. serves individual investors, including both high-net-worth and non-HNW clients, offering portfolio management, individualized financial planning, and access to third-party and sub-advisory solutions. The firm emphasizes globally diversified portfolios aligned with client risk profiles and employs a range of strategies, conducting formal account reviews at least quarterly.