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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 Robert Demers is a financial advisor with Wells Fargo Advisors Financial Network, LLC. John Robert Demers has been in the financial industry since February 21, 1999. John Robert Demers has a Series 7, Series 9, Series 10, Series 63, Series 66 securities license. John Robert Demers also has a Florida Investment Advisor license. John Robert Demers's office is located at 1200 W GRANADA BLVD, UNIT 6B, ORMOND BEACH, FL, 32174.
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.
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2
FL
07/14/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ORMOND BEACH FL)
FL
07/25/2003 - 07/13/2023
WELLS FARGO CLEARING SERVICES, LLC (ORMOND BEACH FL)
NY
03/08/2002 - 07/21/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
07/09/1996 - 07/26/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 03/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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