Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Wagner is a financial advisor with Raymond James Financial Services Advisors, Inc. John is a registered representative in the states of Alabama, Arizona, California, Florida, Georgia, Michigan, New Mexico, North Carolina, Oregon, and Texas, and also holds a Series 66 license. John has been in the financial services industry since August 2007. John David Wagner is also the owner of Wagner and Mulder Financial Group, a support company that he owns.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
04/25/2019 - Present
Raymond James Financial Services Advisors, Inc. (HIGHLAND MI)
MI
08/06/2007 - 11/01/2016
AMERIPRISE FINANCIAL SERVICES, INC. (HIGHLAND MI)
BOTH
Issued 07/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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