Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Cyril Costello is a financial advisor with Wells Fargo Clearing Services, LLC. John has been in the industry since 1984 and holds Series 7, 63 and 66 licenses. John provides investment advice to individuals and institutions. John is registered to provide investment advice in many states, including Texas where John is a resident. John has worked with a number of firms during John's career including A. G. Edwards & Sons, Inc. Currently John is affiliated with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC.
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
MD
02/12/2015 - Present
Wells Fargo Clearing Services, LLC (BETHESDA MD)
DC
04/12/1984 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WASHINGTON DC)
BOTH
Issued 07/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
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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