Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Derrick Stalvey is a financial advisor with over 20 years of experience in the industry. John currently works with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. John's previous employment history includes A.G. Edwards & Sons, Inc. John is registered with FINRA and holds the following securities licenses: Series 63, Series 66, and Series 7. John is also a registered Investment Advisor Representative in South Carolina and Texas.
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
SC
05/15/2015 - Present
Wells Fargo Clearing Services, LLC (PAWLEYS ISLAND SC)
SC
01/15/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PAWLEYS ISLAND SC)
BOTH
Issued 07/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1998
Series 7 - General Securities 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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