Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Matthew Burns is a financial advisor with Wells Fargo Clearing Services, LLC. John Burns has been in the financial services industry since October 2009. John Burns holds the Series 7, Series 9, Series 10, and Series 66 licenses. John Burns is also a Certified Financial Planner. John Burns has experience with individual clients, high-net-worth individuals, corporations, and other 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
AL
07/31/2020 - Present
Wells Fargo Clearing Services, LLC (MONTGOMERY AL)
AL
05/17/2019 - 08/06/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Montgomery AL)
AL
10/16/2009 - 05/21/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTGOMERY AL)
BOTH
Issued 11/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/25/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2009
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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