Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Yurachek is a financial advisor at Wells Fargo Clearing Services, LLC, a firm with a long history of providing financial services to individuals and businesses. John has been working in the financial industry since December 1997 and is licensed in North Carolina, South Carolina, and Virginia. John has been registered with Wells Fargo Clearing Services, LLC since October 1, 2000. Before that, John was a registered representative with FIRST UNION BROKERAGE SERVICES, INC., and DEAN WITTER REYNOLDS INC. John holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) Exam. John is committed to providing his clients with the best possible financial advice and guidance.
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
10/01/2000 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
06/05/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
09/11/1997 - 03/11/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 08/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1997
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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