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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 James Dyer is a financial advisor at Wells Fargo Clearing Services, LLC. John has been in the industry for over 20 years and has extensive experience providing investment advice to a wide range of clients, including individuals, businesses, and institutions. John is registered as a financial advisor in Illinois, New Jersey, and Pennsylvania. John is also a Series 7, 9, 10, 63 and 65 licensed individual. John has a proven track record of success in helping clients achieve their financial goals. Prior to John's current role, John worked at Wells Fargo Advisors, LLC, Wachovia Securities, LLC, Datek Online Financial Services LLC, and Datek Online Brokerage Services LLC.
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
NJ
05/23/2017 - Present
Wells Fargo Clearing Services, LLC (MARLTON NJ)
NJ
06/24/2005 - 11/14/2014
WELLS FARGO ADVISORS, LLC (LINWOOD NJ)
MO
03/20/2003 - 05/12/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
06/30/2001 - 09/25/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
03/13/2001 - 06/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
IA
Issued 07/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
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
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