Unclaimed
John Edward Puscheck is an active financial advisor at Wells Fargo Advisors Financial Network, LLC in Lompoc, CA. John has been in the industry since June 29, 1983. John is licensed to provide financial advice in 25 states. John has been with Wells Fargo Advisors Financial Network, LLC since 2010 and previously worked at WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. .
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
CA
04/15/2010 - Present
Wells Fargo Advisors Financial Network, LLC (LOMPOC CA)
CA
01/01/2008 - 04/09/2010
WELLS FARGO ADVISORS, LLC (LOMPOC CA)
CA
11/05/1987 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LOMPOC CA)
ND
11/25/1986 - 11/18/1989
STATE BOND SALES CORPORATION (MINOT ND)
NA
02/15/1986 - 11/29/1986
TITAN CAPITAL CORPORATION
NA
06/30/1983 - 03/20/1986
PRUCO SECURITIES CORPORATION
NA
05/30/1985 - 09/16/1985
UNITED RESOURCES FINANCIAL
BOTH
Issued 10/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/01/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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