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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 Tapper is a financial advisor at Wells Fargo Clearing Services, LLC. John has been in the financial industry for over 10 years and is licensed to provide financial advice in Colorado, New Mexico, and Texas. John is also a Registered Investment Advisor, allowing him to provide financial advice to individuals and institutions. His practice specializes in helping clients reach their financial goals through a variety of financial products and services, including investment consulting, financial planning, and portfolio management. John is committed to providing his clients with personalized attention and guidance to help them achieve their financial success.
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.
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2
TX
02/10/2023 - Present
Wells Fargo Clearing Services, LLC (EL PASO TX)
IA
Issued 12/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2013
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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