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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 Henry Wick is a financial advisor with over 24 years of experience in the industry. John currently works for Wells Fargo Clearing Services, LLC, with offices in Richmond, VA. John has a strong track record of providing financial advice to clients, including individuals, businesses, charitable organizations, and pension plans. John is dedicated to helping clients reach their financial goals. John is licensed to provide financial advice in Alabama, California, District of Columbia, Florida, Georgia, Maryland, Montana, Pennsylvania, Texas, Utah, Virginia, and West Virginia.
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
VA
06/14/2011 - Present
Wells Fargo Clearing Services, LLC (RICHMOND VA)
NC
10/15/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 06/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1998
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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