Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edward Matheny is a financial advisor with over 28 years of experience in the industry. John is currently registered with Wells Fargo Clearing Services, LLC and has previously been registered with LPL FINANCIAL LLC, INVEST FINANCIAL CORPORATION, TD AMERITRADE, INC., AMERIPRISE FINANCIAL SERVICES, INC., and IDS LIFE INSURANCE COMPANY. John specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. John also offers investment consulting services to institutional 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.
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
NC
11/10/2019 - Present
Wells Fargo Clearing Services, LLC (KANNAPOLIS NC)
NC
04/25/2012 - 11/06/2012
LPL FINANCIAL LLC (MOORESVILLE NC)
NC
06/17/2010 - 03/20/2012
INVEST FINANCIAL CORPORATION (MOORESVILLE NC)
NC
09/25/2008 - 06/04/2009
TD AMERITRADE, INC. (CHARLOTTE NC)
FL
09/25/1991 - 09/30/2006
AMERIPRISE FINANCIAL SERVICES, INC. (SARASOTA FL)
MN
09/25/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1991
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
Not sure John Matheny is the right advisor for you? Invested Better is here to help.
