Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lennart Wellenius is a financial advisor with over 20 years of experience in the industry. John currently holds registrations in California, Connecticut, Michigan and New York, and holds FINRA Series 3, 7, 63 and SIE licenses. John is currently employed with Mischler Financial Group, Inc., where he has been since 2013. Prior to that, John worked at NAVIGATE ADVISORS and BANC OF AMERICA SECURITIES LLC.
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.
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.
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CT
05/02/2013 - Present
Mischler Financial Group, Inc. (STAMFORD CT)
CT
04/14/2009 - 05/01/2013
NAVIGATE ADVISORS (STAMFORD CT)
NY
06/15/2004 - 04/15/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 07/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1997
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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