Unclaimed
John Charles Dykstra is a financial advisor who has been in the industry since December 2007. John is currently registered with Wells Fargo Clearing Services, LLC. John is registered with the state of Michigan as a Registered Representative and Investment Advisor Representative, and is also registered with the state of Texas as an Investment Advisor Representative. John has passed the Series 66, Series 7, and SIE exams. John has prior experience with A. G. EDWARDS & SONS, INC.. John is also the board president of Timber Ridge Estates HOA.
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
MI
03/08/2011 - Present
Wells Fargo Clearing Services, LLC (GRAND RAPIDS MI)
MI
12/11/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GRAND RAPIDS MI)
BOTH
Issued 12/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2007
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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