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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 Michael Mendola is an investment advisor representative registered with Kovack Advisors, Inc.. John has been in the industry since 1997 and has been associated with Kovack Advisors, Inc. since August 2007. Prior to that, John worked at Wells Fargo Investments, LLC in Portland, OR and Wells Fargo Securities Inc. in San Francisco, CA. John has successfully completed the Series 63, Series 65, Series 7 and SIE exams. John Michael Mendola is registered in Arizona, California, Oregon, Utah, and Washington. Kovack Advisors, Inc. is a registered investment advisor with the SEC and manages over $4 billion in assets for individuals, corporations, and trusts. John specializes in portfolio management for businesses and individuals, as well as financial planning and selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/21/2010 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
OR
05/02/2001 - 07/23/2007
WELLS FARGO INVESTMENTS, LLC (PORTLAND OR)
CA
06/25/1997 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 04/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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