Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Fredrick Ortolf is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with over 20 years of experience in the industry. John is registered with the state of Pennsylvania and Texas, and holds Series 7, 31, 63 and 65 licenses as well as the SIE exam. John's designations include Certified Financial Planner and Chartered Financial Consultant. John's previous experience includes roles with Morgan Stanley and Citigroup Global Markets Inc. John works with individual clients, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. John is an experienced financial advisor who provides comprehensive financial planning and investment management services to clients in the Doylestown, PA area.
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
PA
03/17/2016 - Present
Wells Fargo Advisors Financial Network, LLC (DOYLESTOWN PA)
PA
06/01/2009 - 04/08/2016
MORGAN STANLEY (DOYLESTOWN PA)
PA
02/22/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DOYLESTOWN PA)
PA
05/18/2001 - 03/06/2008
CITIGROUP GLOBAL MARKETS INC. (DOYLESTOWN PA)
IA
Issued 06/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Ortolf is the right advisor for you? Invested Better is here to help.
