Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Ismet Hiz is a financial advisor with over 30 years of experience in the industry. John has a wide range of experience, having worked for firms such as Lehman Brothers Inc., Smith Barney Inc., and A.G. Edwards & Sons, Inc. John currently works as a financial advisor at Wells Fargo Clearing Services, LLC. John has a Series 7, Series 31, and Series 63 license, as well as a Series 65 license. John is registered to provide investment advice in 15 states.
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
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (PORT JEFFERSON NY)
NY
05/08/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORT JEFFERSON NY)
NY
07/31/1993 - 05/22/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
05/25/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1988
Series 7 - General Securities 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
Not sure John Hiz is the right advisor for you? Invested Better is here to help.
