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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Mejia is a financial advisor with Wells Fargo Clearing Services, LLC. John has been in the financial services industry since 2001. John is registered with the state of North Carolina. John holds licenses in Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, and Series 65. John is also registered as a Registered Representative with FINRA. John provides financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients. John has experience working at Dreyfus Service Corporation and Wells Fargo Advisors 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.
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
NC
03/04/2016 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NY
04/17/2001 - 09/30/2005
DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 03/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/12/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/05/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2001
Series 6 - Investment Company Products/Variable Contracts 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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