Unclaimed
John Dean Wellman is a registered investment advisor associated with Variable Investment Associates, Inc. John has been in the industry since July 9, 1997. John has a Series 6 license which is the Investment Company Products/Variable Contracts Representative Examination. John also has a Series 63 license which is the Uniform Securities Agent State Law Examination and a SIE license, which is the Securities Industry Essentials Examination. John has a current registration in Minnesota. John's previous employers were Sammons Securities Company, LLC, Walnut Street Securities, Inc., and Franklin Financial Services Corporation.
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.
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.
1
2
SD
12/19/2012 - Present
Variable Investment Associates, Inc. (TEA SD)
MN
02/09/2002 - 11/12/2012
SAMMONS SECURITIES COMPANY, LLC (ST. CLOUD MN)
CA
08/12/1997 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
TX
06/04/1997 - 08/12/1997
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 06/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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