Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Anderson Taylor is a financial advisor with Wells Fargo Clearing Services, LLC. John has been in the financial services industry since 1996. John has a broad range of experience in providing financial advice to individuals, businesses and institutions. John is registered to provide investment advice in several states, including Texas and Virginia. John's experience in the investment industry includes working for several well-known firms, such as Northwestern Mutual Investment Services, LLC, AllianceBernstein Investments, Inc., Wachovia Securities, LLC, Aetna Investment Services, LLC, and Washington Square Securities, Inc. John holds the Series 7, Series 24, Series 63, Series 65 and Series 66 licenses.
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
VA
04/11/2011 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
VA
09/10/2009 - 03/11/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)
TN
08/15/2007 - 02/23/2009
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
NC
01/30/2002 - 08/01/2007
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
CT
03/08/2001 - 01/08/2002
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
CT
11/09/2000 - 03/28/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MO
10/01/1999 - 03/29/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
03/29/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 04/08/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1995
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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