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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 Iuliano is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. John has been in the financial services industry since May 1989. John specializes in providing financial planning and investment consulting services to individuals, businesses, and institutional clients. John is registered with the following states: Arizona, Delaware, Florida, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Wyoming.
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
PA
04/14/2014 - Present
Wells Fargo Clearing Services, LLC (BENSALEM PA)
MD
06/05/2001 - 11/05/2001
M&T SECURITIES, INC. (BALTIMORE MD)
IN
07/12/2000 - 05/22/2001
CONSECO SECURITIES, INC. (CARMEL IN)
PA
12/23/1996 - 07/10/2000
KEYSTONE BROKERAGE, LLC (WILLIAMSPORT PA)
NA
11/08/1996 - 12/02/1996
KEYSTONE BROKERAGE, INC.
NE
09/06/1994 - 11/07/1996
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
NJ
10/27/1989 - 09/03/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/27/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NJ
10/19/1988 - 10/11/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 06/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1988
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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