Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Wessels is a financial professional with over 20 years of experience in the financial services industry. John has a diverse background having held positions at several reputable firms including Merrill Lynch, Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. John currently works for Coppell Advisory Solutions LLC and specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. John is registered with the state of Texas as an Investment Advisor Representative. John holds the Series 6, 7, 63, 65, and 66 securities licenses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
10/02/2020 - Present
Coppell Advisory Solutions LLC (Houston TX)
NY
05/22/2015 - 06/09/2015
MML INVESTORS SERVICES, LLC (SYRACUSE NY)
NY
11/12/2009 - 07/23/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/08/2002 - 11/16/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COMMACK NY)
WI
02/08/2002 - 02/12/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 08/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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