Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Carl Wehner is a financial advisor with UBS Financial Services Inc. John has been in the financial services industry since 1996 and has held previous positions at Merrill Lynch and Dominion Investor Services. John holds the Series 6, 7, 9, 10, 63 and 65 licenses. He is registered to offer securities and investment advisory services in Alabama, Arizona, California, Colorado, Florida, Michigan, Mississippi, Missouri, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, and Texas. John specializes in financial planning, portfolio management, and investment advisory services for individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, high-net-worth individuals, and insurance companies. John is also a registered representative of the firm and holds Series 9 and Series 10 licenses. John is a member of Graves Loop Farm and Vigilant Anesthesia Services LLC.
Jackson, TN
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
See schedule d - miscellaneous
1
2
TN
02/18/2022 - Present
UBS Financial Services Inc. (Jackson TN)
TN
08/17/1998 - 02/22/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSON TN)
TX
12/24/1996 - 08/26/1998
DOMINION INVESTOR SERVICES, INC. (MARBLE FALLS TX)
IA
Issued 8/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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