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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 Green is a financial advisor with Wells Fargo Advisors Financial Network, LLC. John has been in the financial services industry since 1994. John has a broad range of experience, having worked for several firms in the industry. John is a Certified Financial Planner and holds a Series 7, Series 63, and Series 65 license. John is committed to providing clients with personalized financial advice and guidance. John's specializations include retirement planning, investment management, college savings, estate planning, and insurance. John works with clients to help them reach their financial goals.
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
VA
09/25/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ROANOKE VA)
VA
10/01/2000 - 09/22/2023
WELLS FARGO CLEARING SERVICES, LLC (ROANOKE VA)
NC
08/29/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MI
01/16/1995 - 07/11/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
TX
05/20/1994 - 01/06/1995
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
IA
Issued 08/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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