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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John paul? Claim Your ProfileJohn Paul Wyatt is a financial advisor with over 7 years of experience in the industry. John Paul Wyatt is currently registered with Wells Fargo Clearing Services, LLC, and is licensed in California and Nevada. John Paul Wyatt has a Series 7 and Series 66 license and has been registered with the Securities and Exchange Commission (SEC) since 2014. John Paul Wyatt has previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BANK OF AMERICA, N.A. John Paul Wyatt has experience in investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals. John Paul Wyatt also provides selection of other advisors and pension consulting. John Paul Wyatt provides services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, state or municipal government entities, and insurance companies.
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
NV
03/04/2024 - Present
Wells Fargo Clearing Services, LLC (INCLINE VILLAGE NV)
CA
01/24/2014 - 12/08/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MILL VALLEY CA)
BOTH
Issued 02/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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