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 who has been in the industry for over 25 years. John is registered with UBS Financial Services Inc. and has a wide range of experience serving clients in various locations throughout the country. John is dedicated to providing personalized financial advice and guidance to individuals, families, and businesses.
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. (KNOXVILLE 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 08/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
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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