Unclaimed
John O Bondea is a financial advisor with Wells Fargo Advisors Financial Network, LLC, based in Princeton, NJ. John has been in the financial industry since 1998 and has held previous positions at several firms including Wells Fargo Advisors, LLC, Quick & Reilly, Inc., Fleet Enterprises, Inc., and Prudential Securities Incorporated. John holds several licenses and certifications including Series 7, Series 63, Series 65, and Series 24 and is also a Certified Financial Planner. John's expertise includes portfolio management, financial planning, and investment consulting services.
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
NJ
07/06/2015 - Present
Wells Fargo Advisors Financial Network, LLC (PRINCETON NJ)
NJ
08/06/2004 - 05/03/2013
WELLS FARGO ADVISORS, LLC (LAWRENCEVILLE NJ)
NY
08/07/2000 - 08/13/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
06/23/1999 - 08/07/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
NY
03/23/1998 - 10/27/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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