Unclaimed
John Daniel Blasewitz is a financial advisor at Wells Fargo Clearing Services, LLC. John has been in the financial services industry since 1982. John holds FINRA Series 6, 7, 24, 63, and 65 licenses. John specializes in providing investment consulting services to institutional clients. He has extensive experience in portfolio management for both businesses and individuals. John is also a board member of the Montana One Homeowners Association.
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
CA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (BEVERLY HILLS CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)
CA
05/05/1989 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
11/15/1985 - 05/08/1989
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
02/13/1984 - 11/23/1985
BIRR, WILSON & CO., INC.
NA
01/30/1984 - 12/31/1984
MUNICIPAL BOND INVESTORS, INC.
NA
11/25/1983 - 02/14/1984
CALIFORNIA MUNICIPAL INVESTORS, INC.
NA
08/31/1982 - 10/04/1983
IDS MARKETING CORPORATION
IA
Issued 05/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1982
Series 6 - Investment Company Products/Variable Contracts 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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