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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Andersen-kirtland is a financial advisor with Wells Fargo Clearing Services, LLC. John has been in the industry since 2013 and is registered with the state of Colorado and Texas as a Registered Representative and Investment Advisor Representative. John has experience with Morgan Stanley and Charles Schwab & Co., Inc. John has been with Wells Fargo Clearing Services, LLC since 2018. John provides a range of services, including financial planning, portfolio management, and investment consulting services.
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
CO
05/08/2020 - Present
Wells Fargo Clearing Services, LLC (DENVER CO)
CO
02/18/2014 - 04/09/2018
MORGAN STANLEY (DENVER CO)
CO
05/15/2013 - 02/10/2014
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
BOTH
Issued 03/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2013
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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