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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 Pierre Carlsen is a financial advisor who has been in the industry since 1994. John is currently registered with Wells Fargo Clearing Services, LLC in PLACERVILLE, CA. John has experience working with a wide range of clients, including individuals, families, businesses, and institutions. John specializes in providing financial planning, investment management, and retirement planning services. John also has experience in providing investment consulting services to institutional clients. John holds a Series 7, Series 63, and Series 65 licenses. John is a Registered Representative of Wells Fargo Clearing Services, LLC and is an Investment Advisor Representative of Wells Fargo Advisors, LLC.
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
CA
06/13/2008 - Present
Wells Fargo Clearing Services, LLC (PLACERVILLE CA)
CA
05/02/2001 - 06/19/2008
WELLS FARGO INVESTMENTS, LLC (GOLD RIVER CA)
CA
09/30/1994 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 03/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1994
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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