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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Cooper Granzow is a financial advisor with over 30 years of experience in the industry. John is currently registered with Wells Fargo Clearing Services, LLC, and has been with the firm since 2016. John previously worked with WACHOVIA SECURITIES, INC., Captrust Financial Advisors, LLC, Paine Webber Incorporated, and Shearson Lehman Hutton Inc. John holds the Series 63, 65, 7, 24 and SIE licenses. John is registered in 29 states and has been a Registered Investment Advisor in North Carolina and Texas since 2002 and 2014 respectively. John provides a variety of services to clients, including investment consulting, financial planning, and portfolio management for individuals 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.
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
NC
01/03/2014 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
10/03/1994 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
01/31/1997 - 01/02/2002
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
NJ
02/01/1989 - 10/22/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
04/11/1988 - 03/30/1989
SHEARSON LEHMAN HUTTON INC.
NA
09/24/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 01/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
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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