Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn M. Wilkinson is a financial advisor with over 40 years of experience in the financial services industry. He is currently registered with Wedbush Securities Inc. John has a wide range of experience in financial planning, portfolio management, and investment advisory services. John has held previous positions with firms such as Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Morgan Keegan & Company, Inc., Wachovia Securities, LLC, Principal Financial Securities, Inc., Paine Webber Incorporated, Rotan Mosle Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
04/26/2010 - Present
Wedbush Securities Inc. (DALLAS TX)
MN
07/14/2009 - 04/29/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
TX
08/31/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (RICHARDSON TX)
TX
02/18/2004 - 09/05/2007
MORGAN KEEGAN & COMPANY, INC. (FT. WORTH TX)
MO
05/11/1998 - 03/30/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
TX
03/20/1998 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NJ
01/01/1991 - 03/10/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
11/13/1985 - 01/01/1991
ROTAN MOSLE INC.
NA
09/26/1978 - 12/27/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/25/1975 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 10/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/03/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/28/1985
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1988
Series 3 - National Commodity Futures Examination
BC
Issued 10/06/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 09/20/1975
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, 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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