Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Petras is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Jack has been in the industry since September 14, 2021, and has extensive experience providing financial advice to individuals, businesses, and institutions. Jack holds the Series 7TO, Series 63, and Series 65 licenses, and has been active in the industry for over 4 years. Jack is a CERTIFIED FINANCIAL PLANNER™ professional and is committed to providing personalized financial advice to help clients achieve their financial goals. Jack's firm, Wells Fargo Clearing Services, LLC, is a leading provider of financial services, with a focus on investment management, financial planning, and retirement planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
05/07/2024 - Present
Wells Fargo Clearing Services, LLC (BARRINGTON IL)
BC
Issued 07/20/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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