Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn G Willen is a financial advisor with Citizens JMP Securities, LLC, registered in North Carolina. John has been in the financial services industry since June 16, 2021. Prior to joining Citizens JMP Securities, LLC, John worked at CITIZENS CAPITAL MARKETS and FIFTH THIRD SECURITIES, INC. John holds Series 63, Series 79TO, and SIE licenses.
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.
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.
1
2
NC
08/01/2023 - Present
Citizens JMP Securities, LLC (CHARLOTTE NC)
NC
07/29/2021 - 08/01/2023
CITIZENS CAPITAL MARKETS (CHARLOTTE NC)
NC
03/05/2021 - 04/15/2021
FIFTH THIRD SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 02/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure John Willen is the right advisor for you? Invested Better is here to help.
