Unclaimed
John Kendall Seedall is a financial advisor with Wells Fargo Clearing Services, LLC. John Kendall Seedall has been in the financial industry since January 14, 2007, and has experience with U.S. Bancorp Investments, Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., USAA Financial Advisors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John Kendall Seedall holds FINRA Series 7 and 66 licenses as well as the SIE Exam. John Kendall Seedall specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.
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
06/23/2023 - Present
Wells Fargo Clearing Services, LLC (BEVERLY HILLS CA)
CA
09/22/2017 - 06/26/2023
U.S. BANCORP INVESTMENTS, INC. (CULVER CITY CA)
CA
10/01/2012 - 10/12/2017
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
NY
05/24/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
AZ
09/18/2007 - 10/25/2011
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
04/17/2006 - 07/17/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
BOTH
Issued 05/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2006
Series 7 - General Securities 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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