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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 Bacich is a financial advisor at Wells Fargo Advisors Financial Network, LLC. John has been in the industry since November 1992, and has a broad range of experience working with a variety of clients including high net worth individuals, corporations, and charitable organizations. John is a Registered Representative and Investment Advisor Representative in both California and Texas. John is also a Registered Principal, and holds licenses for both series 7 and 63 exams as well as the SIE and Series 24 exams. John is committed to providing clients with personalized advice and strategies that meet their individual financial needs.
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.
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CA
07/05/2019 - Present
Wells Fargo Advisors Financial Network, LLC (ROLLING HILLS ESTATES CA)
CA
05/26/2006 - 07/05/2019
WELLS FARGO CLEARING SERVICES, LLC (ROLLING HILLS ESTATES CA)
CA
05/27/1994 - 06/08/2006
CITIGROUP GLOBAL MARKETS INC. (TORRANCE CA)
NY
11/25/1992 - 06/01/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/17/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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