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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 Joseph Kvasnicka is a financial advisor in Bakersfield, California. John is currently registered with Wells Fargo Clearing Services, LLC. John has been in the financial industry for nearly two decades, since August 2004. John has experience with several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC of America Investment Services, Inc.. John also provides rental property services as an owner. John's specializations include providing financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisers. John has passed the Series 7, Series 66 and SIE exams and is registered in fifteen 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
CA
08/17/2018 - Present
Wells Fargo Clearing Services, LLC (BAKERSFIELD CA)
CA
10/23/2009 - 03/12/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAKERSFIELD CA)
CA
08/19/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BAKERSFIELD CA)
BOTH
Issued 08/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2004
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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