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 Yeazel is a financial advisor who has been in the industry since 1998. John is currently registered with Ameriprise Financial Services, LLC in Nevada, Arizona, California, Colorado and Florida. John is also registered as an investment advisor representative in Nevada. John has previously worked with Morgan Stanley, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc.. John holds the Series 63, Series 65, Series 7, Series 52, and SIE licenses. John specializes in providing financial planning, portfolio management, educational seminars, selection of other advisors, asset allocation services and pension consulting.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
1
2
NV
07/12/2022 - Present
Ameriprise Financial Services, LLC (Las Vegas NV)
NV
03/31/2017 - 07/28/2022
MORGAN STANLEY (Las Vegas NV)
NV
06/23/2011 - 04/05/2017
WELLS FARGO CLEARING SERVICES, LLC (LAS VEGAS NV)
NV
10/23/2009 - 06/28/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
NV
04/18/2001 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LAS VEGAS NV)
MI
04/01/1998 - 04/05/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 02/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Yeazel is the right advisor for you? Invested Better is here to help.
