Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Christopher McCloskey is a financial advisor with Ashton Thomas Private Wealth, based in COLORADO SPRINGS, CO. John has been in the financial services industry since 2007 and holds a Series 66, Series 7, Series 9, and Series 10 licenses. John is a Certified Financial Planner™ professional. John has worked at several other firms, including WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO INVESTMENTS, LLC, and WELLS FARGO ADVISORS, LLC. John has a strong focus on working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. John offers a variety of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Variable product model design and maintenance
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.
A percentage of the total value of assets under management is charged.
1
2
CO
02/16/2023 - Present
Ashton Thomas Private Wealth (COLORADO SPRINGS CO)
CO
03/12/2020 - 02/22/2023
WELLS FARGO CLEARING SERVICES, LLC (COLORADO SPRINGS CO)
CO
01/03/2011 - 01/07/2020
WELLS FARGO CLEARING SERVICES, LLC (GREENWOOD VILLAGE CO)
CO
10/29/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DENVER CO)
CO
07/23/2010 - 09/15/2010
WELLS FARGO ADVISORS, LLC (DENVER CO)
TX
07/11/2007 - 07/26/2010
WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)
BOTH
Issued 08/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John McCloskey is the right advisor for you? Invested Better is here to help.
