Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Colcolough is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with Wells Fargo Clearing Services, LLC and has a strong track record of providing personalized financial advice to a wide range of clients, including individuals, families, businesses, and institutions. John has a broad range of experience in financial planning, investment management, and retirement planning. He is committed to understanding his clients’ needs and goals and developing customized financial strategies to help them achieve their financial objectives. Prior to joining Wells Fargo Clearing Services, John held positions at Stephens, UBS Financial Services Inc., J.C. Bradford & Co., Smith Barney Inc., and Lehman Brothers Inc. He holds Series 3, 7, and 63 licenses and has earned the SIE certification.
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
TN
01/05/2010 - Present
Wells Fargo Clearing Services, LLC (MEMPHIS TN)
TN
08/20/2004 - 12/23/2009
STEPHENS (MEMPHIS TN)
NJ
08/14/2000 - 09/13/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/02/1994 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
07/31/1993 - 08/29/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
10/13/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/20/1985 - 10/21/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BC
Issued 11/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1986
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1985
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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