Unclaimed
John Laurence Maness is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. John has been in the industry since August 2018 and holds a Series 7, Series 66 and SIE license. John is registered in 17 states and holds a total of 17 state registrations and 1 FINRA registration. John has worked for Wells Fargo Clearing Services, LLC since July 2018. Prior to that, John worked for Citi, Allen Samuels CDJR and the United States Marine Corps Reserve.
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
TX
09/14/2018 - Present
Wells Fargo Clearing Services, LLC (SOUTHLAKE TX)
BOTH
Issued 09/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2018
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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