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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 Bolling Williamson has been in the financial services industry since September 6, 1998. John is currently a registered representative with Wells Fargo Advisors Financial Network, LLC. John has worked in the St. Louis, MO area for many years. John has a wide range of experience, specializing in areas such as portfolio management for individuals and businesses, financial planning, pension consulting, and the selection of other advisors.
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
MO
10/03/2002 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
01/06/2000 - 03/01/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
VA
07/22/1998 - 11/19/1999
MENTOR SERVICES COMPANY, LLC (RICHMOND VA)
IA
Issued 10/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 07/03/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/29/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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