Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Donald Wells is a financial advisor with over 35 years of experience in the industry. John is registered with the state of Michigan, Indiana, and Virginia. John currently works at Purshe Kaplan Sterling Investments. Before joining Purshe Kaplan Sterling Investments, John worked at Michigan Securities, Inc. and Gregory J. Schwartz & Co., Inc. John holds the Series 7 and Series 63 licenses. He also holds the Securities Industry Essentials (SIE) exam.
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.
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MI
06/15/2020 - Present
Purshe Kaplan Sterling Investments (Royal Oak MI)
MI
01/22/2007 - 07/15/2020
MICHIGAN SECURITIES, INC. (FARMINGTON HILLS MI)
MI
01/23/1986 - 10/19/2006
GREGORY J. SCHWARTZ & CO., INC. (BLOOMFIELD HILLS MI)
BC
Issued 02/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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