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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 E Nevins is a financial advisor with over 20 years of experience in the industry. John is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2002. Prior to joining Wells Fargo, John worked for Prudential Securities Incorporated and First Union Brokerage Services, Inc. John specializes in working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other business development companies. John provides a variety of investment advisory services including financial planning, portfolio management for businesses and individuals, and selection of other advisors. John holds the Series 6, 7, and SIE licenses.
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.
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2
NY
07/16/2019 - Present
Wells Fargo Clearing Services, LLC (PURCHASE NY)
NY
11/21/2002 - 11/27/2017
WELLS FARGO CLEARING SERVICES, LLC (WHITE PLAINS NY)
NY
01/16/2001 - 11/13/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
10/01/2000 - 01/04/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
10/29/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
01/21/1998 - 06/22/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 01/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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