Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Vieira is a financial advisor currently registered with Wells Fargo Clearing Services, LLC in BEDMINSTER, NJ. John has been in the industry since 1980 and has worked for several firms, including A. G. EDWARDS & SONS, INC. and PRUDENTIAL-BACHE SECURITIES INC. John has also passed the Series 3, Series 7, and SIE exams, demonstrating his expertise in securities and commodities trading.
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
NJ
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (BEDMINSTER NJ)
NJ
01/08/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WARREN NJ)
NY
09/15/1989 - 01/08/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
09/12/1986 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
07/22/1980 - 09/15/1986
FIRST JERSEY SECURITIES, INC.
BC
Issued 01/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1990
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1980
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 Vieira is the right advisor for you? Invested Better is here to help.
