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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 David Holshouser Jr. is a financial advisor working with Wells Fargo Clearing Services, LLC. John has been in the financial services industry since December 1993 and has experience working with individual investors and small businesses. John's previous employers include A.G. Edwards & Sons, Inc., UBS Paine Webber Inc. and J.C. Bradford & Co. John is a licensed Series 63, Series 65, Series 7, Series 9 and Series 10 registered representative. John David Holshouser Jr. also holds the Securities Industry Essentials Examination (SIE). John David Holshouser Jr. is a member of the Young Men's Club of Danville BNI.
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
VA
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (DANVILLE VA)
VA
03/28/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DANVILLE VA)
NJ
08/14/2000 - 04/16/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
10/11/1996 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NA
12/10/1993 - 10/11/1996
NATIONSSECURITIES
IA
Issued 10/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/05/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1993
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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