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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 Patrick Buechel is a financial advisor with over 30 years of experience in the financial services industry. John has been with Wells Fargo Clearing Services, LLC since 2009, working out of the Mountain Lakes, NJ office. John is also registered as an investment advisor in Florida, New Jersey, North Carolina, and Texas. John specializes in providing financial planning, portfolio management, and investment consulting services to individual and business clients. John is a Chartered Financial Consultant (ChFC®).
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
10/16/2013 - Present
Wells Fargo Clearing Services, LLC (MOUNTAIN LAKES NJ)
NJ
05/02/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ROCKAWAY NJ)
NY
03/05/1993 - 04/20/1994
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
08/04/1992 - 02/11/1993
USLIFE EQUITY SALES CORP. (NEW YORK NY)
MN
03/27/1991 - 06/09/1992
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 03/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/26/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1991
Series 6 - Investment Company Products/Variable Contracts 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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