Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Churilla is an investment professional with over 30 years of experience in the financial services industry. John is registered as a broker-dealer and investment adviser representative. John is currently affiliated with Wells Fargo Clearing Services, LLC. Prior to this role, John was an investment advisor representative with CITIGROUP GLOBAL MARKETS INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John is licensed to provide advisory services in several states. John is also registered to sell securities in multiple states. John's experience includes working with individuals, businesses, and institutions. John offers investment consulting services to institutional clients as well as financial planning 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
FL
01/02/2025 - Present
Wells Fargo Clearing Services, LLC (VENICE FL)
FL
05/24/2002 - 04/02/2009
CITIGROUP GLOBAL MARKETS INC. (VENICE FL)
NY
12/16/1988 - 05/29/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
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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