Unclaimed
John C Haigler is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. John has been in the industry since July 2006. John has been with Wells Fargo Clearing Services, LLC since November 2016, and John was previously employed by A. G. EDWARDS & SONS, INC. from July 2006 to January 2008. John has passed the SIE, Series 7, and Series 66 exams. John's firm, Wells Fargo Clearing Services, LLC, is a large broker-dealer with over $10 billion - $50 billion in assets under management. The firm offers a variety of investment advisory services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. The firm also provides investment consulting services to institutional clients.
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
MD
03/07/2012 - Present
Wells Fargo Clearing Services, LLC (COLUMBIA MD)
MO
07/18/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHESTERFIELD MO)
BOTH
Issued 07/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2006
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 Haigler is the right advisor for you? Invested Better is here to help.