Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Agos Solis-cohen is an investment advisor with over 40 years of experience in the financial industry. John is currently registered as a Registered Representative with Wells Fargo Clearing Services, LLC in Pennsylvania, Florida and Texas. John began their career in 1980 with Drexel Burnham Lambert Incorporated, and subsequently worked with Prudential Securities Incorporated before joining Wells Fargo Advisors LLC. John provides financial planning, portfolio management for individuals and businesses, and selection of other advisors to clients. John has served clients in numerous states and specializes in working with individuals and businesses, high net worth individuals, corporations and other businesses, pension and profit-sharing plans, insurance companies, and charitable organizations.
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
PA
10/31/2022 - Present
Wells Fargo Clearing Services, LLC (WAYNE PA)
NY
05/26/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/19/1980 - 06/06/1989
DREXEL BURNHAM LAMBERT INCORPORATED
BOTH
Issued 10/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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