Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Coggins has been an active financial professional since 1979. John is currently registered with Wells Fargo Clearing Services, LLC in Georgia and Texas. John has held prior registrations with A.G. Edwards & Sons, Inc., Fidelity Brokerage Services, Inc., and First Citizens Municipal Corporation. John holds licenses in Series 4, 7, 9, 10, 31, and 63. John provides investment consulting services to institutional clients, as well as financial planning and portfolio management services for individuals and businesses.
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
GA
04/28/2021 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
04/14/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ATLANTA GA)
NA
11/21/1979 - 05/27/1986
FIDELITY BROKERAGE SERVICES, INC.
NA
06/21/1979 - 10/13/1979
FIRST CITIZENS MUNICIPAL CORPORATION
BC
Issued 07/17/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/27/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/26/1983
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1979
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
Not sure John Coggins is the right advisor for you? Invested Better is here to help.
