Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Ellingwood is an investment advisor representative registered with Wells Fargo Advisors Financial Network, LLC, based in Dublin, Ohio. John has over 10 years of experience in the financial services industry. John is a Series 7, 9, 10, 66 and SIE licensed investment advisor representative, with a focus on providing investment advice to individual and institutional clients. John has previously been employed by Morgan Stanley. John specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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
OH
02/20/2024 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
06/27/2022 - 02/01/2024
MORGAN STANLEY (Columbus OH)
BOTH
Issued 12/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/27/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/29/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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