Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn McAlpine is an active financial advisor with over 40 years of experience in the industry. John is a registered representative with Wells Fargo Clearing Services, LLC and holds Series 7, Series 63, Series 65 and SIE licenses. John specializes in providing portfolio management for individuals and businesses, and investment consulting services to institutional clients. John has experience working with a wide range of client types, including individuals, businesses, corporations, insurance companies, pension and profit sharing plans, charitable organizations, and high-net-worth individuals. John's previous experience includes working for Prudential Securities Incorporated, First Union Securities, Inc. and Prescott, Ball & Turben, 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.
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
OH
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (MIAMISBURG OH)
NY
03/31/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
09/04/1990 - 05/12/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NA
08/14/1978 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NA
02/04/1977 - 08/14/1978
PRESCOTT, BALL & TURBEN
NA
04/01/1976 - 02/04/1977
PRESCOTT, BALL & TURBEN
IA
Issued 01/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1977
PC - AMEX Put and Call Exam
BC
Issued 03/20/1976
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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