Unclaimed
John Debczak is an active advisor with Wells Fargo Advisors Financial Network, LLC, and has been in the industry since April 1998. John has been registered with Wells Fargo Advisors Financial Network, LLC since March 2023 and previously with WELLS FARGO CLEARING SERVICES, LLC. He is licensed in several states and has a wide range of experience in the financial services industry. John specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for both businesses and individuals.
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
PA
03/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DOYLESTOWN PA)
PA
02/18/2011 - 03/02/2023
WELLS FARGO CLEARING SERVICES, LLC (DOYLESTOWN PA)
PA
06/01/2009 - 03/03/2011
MORGAN STANLEY SMITH BARNEY (DOYLESTOWN PA)
PA
05/16/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DOYLESTOWN PA)
NY
04/07/1998 - 05/20/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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