Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph Cahill is an investment advisor representative associated with Wells Fargo Clearing Services, LLC and has been in the industry since February 25, 2010. John Cahill is registered with the state securities regulators of Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia, Washington, West Virginia, and Wyoming. John Cahill also holds Series 6, 7, 63, and 65 securities licenses and the SIE exam. John Cahill was previously registered with PNC INVESTMENTS and FIRST COMMAND FINANCIAL PLANNING, INC.
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
MD
11/16/2022 - Present
Wells Fargo Clearing Services, LLC (ANNAPOLIS MD)
MD
04/04/2012 - 12/11/2018
PNC INVESTMENTS (ANNAPOLIS MD)
MD
02/26/2010 - 04/05/2012
FIRST COMMAND FINANCIAL PLANNING, INC. (ANNAPOLIS MD)
IA
Issued 03/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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