Unclaimed
John Michael Ohnemus is a financial advisor with over 40 years of experience in the financial services industry. John is currently registered with Wells Fargo Clearing Services, LLC and holds a Series 7, Series 3, and Series 63 license. John has experience with financial planning, pension consulting, portfolio management for individuals and businesses, and investment consulting services for institutional clients. John has provided advisory services for over 20 years.
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
IN
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (INDIANAPOLIS IN)
NY
12/10/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 12/23/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
03/07/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/24/1986 - 03/07/1988
E. F. HUTTON & COMPANY INC
NA
08/22/1985 - 02/25/1986
STEPHENS, INC.
NA
10/23/1980 - 08/30/1985
THOMSON MCKINNON SECURITIES INC.
IA
Issued 09/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2007
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/1980
Series 7 - General Securities 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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