Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Paul Bueno is a financial advisor with Wealthpenn.comllc. John has been in the industry since 1994. John has a Series 6, 7, 63, 65, and 66 licenses. John is registered in Arizona, California, Colorado, Delaware, Florida, Illinois, Indiana, Massachusetts, Michigan, Nevada, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. John is also an Investment Advisor Representative in Michigan and Texas. John has a total of 20 years of experience in the financial services industry. John specializes in asset allocation, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses, individuals, and investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
08/09/2023 - Present
Wealthpenn.comllc (Birmingham MI)
MI
05/29/2014 - 08/15/2023
WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM MI)
MI
10/01/2008 - 06/16/2014
J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)
MI
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (BLOOMFIELD HILLS MI)
MI
02/01/1999 - 07/01/2006
BANC ONE SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
IL
04/08/1996 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
CA
08/04/1994 - 03/21/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
Issued 8/4/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 5/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/4/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 7/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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