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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 McKenna is a financial advisor with Wells Fargo Clearing Services, LLC. John Paul McKenna has been in the financial industry since 1985. He is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative and holds Series 7, Series 63, and Series 65 licenses. John Paul McKenna also holds the Securities Industry Essentials Examination (SIE) certification. He has worked with clients in the areas of financial planning, portfolio management, and pension consulting. John Paul McKenna has been registered in multiple states.
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
08/13/2015 - Present
Wells Fargo Clearing Services, LLC (FLORHAM PARK NJ)
NJ
10/11/1992 - 02/23/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/15/1988 - 11/10/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/21/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 04/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
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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