Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Breckenridge Light is a financial advisor who has been working in the industry since July 14, 2016. John is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since December 2016. John specializes in providing financial planning, investment consulting services to institutional clients, pension consulting, and selection of other advisors. John also holds various industry licenses including Series 7, SIE, and Series 66. John is licensed to provide investment advice in 34 states, including Virginia. Previously, John was registered with Infinex Investments, Inc. from April 2015 to September 2015.
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
01/12/2017 - Present
Wells Fargo Clearing Services, LLC (LYNCHBURG VA)
VA
04/02/2015 - 09/29/2015
INFINEX INVESTMENTS, INC. (ALTAVISTA VA)
BOTH
Issued 05/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2015
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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