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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 Luisi is a financial advisor at Wells Fargo Advisors Financial Network, LLC. John has over 15 years of experience in the financial services industry. He is registered with the following states: Alabama, California, Connecticut, Delaware, Florida, Georgia, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Washington. John specializes in providing financial planning, investment consulting services, and portfolio management to individual and institutional clients.
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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NY
02/08/2022 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
12/07/2011 - 02/01/2012
AGLIE PT GROUP LLC (NEW YORK NY)
NY
05/10/2011 - 05/31/2011
DIMENSION TRADING GROUP, LLC (NEW YORK NY)
NY
06/19/2008 - 09/15/2008
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
NY
08/15/2000 - 05/20/2008
NATIXIS BLEICHROEDER INC. (NEW YORK NY)
BOTH
Issued 03/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2011
Series 56 - Proprietary Trader Qualification Examination
BC
Issued 04/21/2001
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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