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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 Richard Pavelka is a financial advisor with Ameriprise Financial Services, LLC. John is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. John has been in the financial services industry since 1998. John has experience working at multiple firms including, Ameriprise Financial Services, LLC, WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO INVESTMENTS, LLC, NATCITY INVESTMENTS, INC., NATCITY INSURANCE SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and EDWARD JONES.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
IA
09/19/2018 - Present
Ameriprise Financial Services, LLC (Davenport IA)
IA
01/03/2011 - 09/18/2018
WELLS FARGO CLEARING SERVICES, LLC (DAVENPORT IA)
IL
09/11/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GENESEO IL)
IL
07/17/2001 - 09/12/2006
NATCITY INVESTMENTS, INC. (ROCK ISLAND IL)
OH
07/17/2001 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
01/31/2000 - 02/28/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
03/10/1998 - 01/10/2000
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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