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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 Gregory Yuzzolin is a financial advisor at Wells Fargo Clearing Services, LLC. John has over 20 years of experience in the financial services industry, having previously worked at BMO Harris Financial Advisors, Inc., M&I Financial Advisors, Inc, Symetra Investment Services, Inc., and Invest Financial Corporation. John holds a variety of licenses and certifications, including the Series 6, 7, 9, 10, 63, and 66 exams. John specializes in providing investment advice and portfolio management services to individuals, corporations, and charitable organizations. John's office is located in Jacksonville, Florida.
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
FL
07/27/2023 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)
FL
08/01/2012 - 05/20/2013
BMO HARRIS FINANCIAL ADVISORS, INC. (LONGWOOD FL)
FL
11/14/2008 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (LONGWOOD FL)
FL
05/01/2006 - 05/07/2008
SYMETRA INVESTMENT SERVICES, INC. (PORT ORANGE FL)
FL
04/18/2005 - 05/05/2006
INVEST FINANCIAL CORPORATION (PORT ORANGE FL)
WI
07/08/2003 - 03/01/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
OH
08/11/2000 - 02/25/2002
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 01/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/25/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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