Unclaimed
John Robert McParlane is a financial advisor with Wedbush Securities Inc. John has been in the financial services industry for 40 years and is registered with the state of California. John holds Series 63, 66, 7 and SIE licenses and has experience providing financial advice to individuals, corporations, and charitable organizations.
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.
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
01/06/2009 - Present
Wedbush Securities Inc. (LA JOLLA CA)
CA
06/10/1991 - 12/31/2008
FIRST WALL STREET CORP. (SAN DIEGO CA)
VA
01/01/1988 - 06/05/1991
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
08/17/1987 - 01/01/1988
SHEARSON LEHMAN BROTHERS INC.
NA
07/01/1985 - 08/06/1987
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
08/24/1983 - 06/28/1985
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 03/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, 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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