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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Durham Wiseman is an investment advisor representative at Greenwood Capital Associates, LLC in Greenwood, SC. John has been with the firm since February 2006. John has a background in the securities industry, having previously worked at Wachovia Brokerage Service, MidSouth Capital, Inc. and Interstate/Johnson Lane Corporation. John is a licensed investment advisor and holds the Series 7 and Series 63 licenses. John's experience and expertise provide him with the knowledge and skills necessary to provide sound financial advice to clients.
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.
Consulting, consulting to retirement plan sponsors
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.
% of aum for retirement ed/cons/inv mgmt, ref fees, rev share,
1
2
SC
07/13/2006 - Present
Greenwood Capital Associates, LLC (GREENWOOD SC)
NC
11/07/1996 - 08/11/1997
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
GA
04/29/1996 - 10/04/1996
MIDSOUTH CAPITAL, INC. (ATLANTA GA)
NC
06/09/1992 - 04/18/1994
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
IA
Issued 09/03/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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