Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Andrew Mohr is a financial advisor with Wells Fargo Clearing Services, LLC, a firm that has over 1,352,000 total accounts with approximately $558 billion in assets under management. John has been a registered representative in the industry since 2001 and became a registered investment advisor in 2016. John has a variety of licenses, including Series 7, 9, 10, 24, 63, and 65. John's primary focus is to assist clients in managing their financial goals through investment consulting services, portfolio management, and financial 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
NC
09/30/2016 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
IA
Issued 09/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/06/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2001
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
Not sure John Mohr is the right advisor for you? Invested Better is here to help.
