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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 Paul Mathey is a financial advisor with over 35 years of experience in the industry. John Paul Mathey is currently registered with Robert W. Baird & Co. Inc. and is also a member of the Finance Committee for Food Gatherers, a local charity. John Paul Mathey offers a wide range of financial services, including portfolio management, financial planning, pension consulting, and educational seminars. John Paul Mathey is committed to providing his clients with personalized financial advice that meets their unique needs. John Paul Mathey previously worked at WELLS FARGO CLEARING SERVICES, LLC, and A. G. EDWARDS & SONS, INC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MI
05/20/2018 - Present
Robert W. Baird & Co. Inc. (Ann Arbor MI)
MI
01/01/2008 - 05/21/2018
WELLS FARGO CLEARING SERVICES, LLC (ANN ARBOR MI)
MI
10/20/1983 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DEARBORN MI)
BOTH
Issued 05/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/18/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1989
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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