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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 Glynn is a financial advisor registered with Wells Fargo Clearing Services, LLC. John has been in the industry since April 2007 and has experience with UBS Financial Services Inc. and Morgan Stanley. John has 21 state securities licenses and 3 state investment advisor licenses. John's clients include high net worth individuals, corporations or other businesses, charitable organizations and pension and profit sharing plans. John's firm Wells Fargo Clearing Services, LLC, offers portfolio management services for individuals and businesses and investment consulting services to institutional clients.
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
IL
11/30/2023 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
IL
07/26/2013 - 03/25/2022
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
06/01/2009 - 08/21/2013
MORGAN STANLEY (GLENVIEW IL)
IL
04/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GLENVIEW IL)
BOTH
Issued 04/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1996
Series 3 - National Commodity Futures 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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