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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 Edward Shirk is a financial advisor with over 30 years of experience in the industry. John is currently registered with Wells Fargo Advisors Financial Network, LLC and is licensed in 32 states. He has previously worked with EDWARD JONES, DEAN WITTER REYNOLDS INC. and VAN KAMPEN MERRITT INC. John has a broad range of experience, including portfolio management for individuals and businesses, financial planning and selection of other advisors. John focuses on providing customized investment advice to help clients meet their financial goals.
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
NJ
12/13/2019 - Present
Wells Fargo Advisors Financial Network, LLC (OCEAN CITY NJ)
MO
03/09/1992 - 05/27/2005
EDWARD JONES (ST. LOUIS MO)
NY
02/21/1989 - 03/13/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/24/1985 - 02/07/1989
VAN KAMPEN MERRITT INC.
NA
05/09/1984 - 12/05/1984
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 01/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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