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 Wilkinson is a financial advisor who is registered with TIAA-CREF Individual & Institutional Services, LLC. John Edward Wilkinson is licensed to provide financial advice in Maine, Michigan, Nevada, New Hampshire, New Jersey, New York, Oregon, Pennsylvania, Rhode Island, Vermont, Washington, and West Virginia. John Edward Wilkinson has over 29 years of experience in the financial services industry. John Edward Wilkinson has previously worked at AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC., AXA ADVISORS, LLC, RIVERSOURCE FUND DISTRIBUTORS, INC., RIVERSOURCE DISTRIBUTORS, INC., AMERIPRISE FINANCIAL SERVICES, INC., IDS LIFE INSURANCE COMPANY, MFS FUND DISTRIBUTORS, INC., and MFS FINANCIAL SERVICES, INC. John Edward Wilkinson specializes in retirement planning, college savings, and investment management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
ME
08/02/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PORTLAND ME)
NY
12/10/2010 - 05/10/2013
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
07/08/2009 - 12/16/2010
AXA ADVISORS, LLC (ROCHESTER NY)
MN
01/02/2009 - 05/27/2009
RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
01/01/2007 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
06/11/2001 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/11/2001 - 09/09/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
12/06/1994 - 06/01/2001
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
11/22/1993 - 12/31/1994
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
IA
Issued 08/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Wilkinson is the right advisor for you? Invested Better is here to help.
