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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 Wheeler is a financial advisor with over 13 years of experience in the industry. John David is a registered representative of Raymond James Financial Services Advisors, Inc. John David's firm also provides financial planning, pension consulting, educational seminars, and selection of other advisors. John David Wheeler has a wide range of specializations including providing services for individual clients as well as corporations or businesses.
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
DE
05/17/2016 - Present
Raymond James Financial Services Advisors, Inc. (Wilmington DE)
BOTH
Issued 09/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/26/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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