Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Calvin McKewen has been in the financial services industry since April 1998. John is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2002. John has held previous registrations with Wachovia Securities, Inc. John holds Series 7, Series 31, Series 63, and Series 65 licenses, as well as the SIE exam. John has a history of specializing in areas such as Portfolio Management for Individuals, Pension Consulting, Financial Planning, and Selection of Other Advisors. John has a range of client types, including: high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and insurance 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.
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
SC
06/15/2002 - Present
Wells Fargo Clearing Services, LLC (MYRTLE BEACH SC)
NC
04/27/1998 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 06/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/30/1998
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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