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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 Powell is a financial advisor in FOREST LAKE, MN, with over 27 years of experience in the industry. John is registered with Wells Fargo Clearing Services, LLC. John has been working with Wells Fargo Advisors LLC since January 2011 and Wells Fargo Clearing Services, LLC since November 2016. John has passed Series 7 and SIE exams and has several specializations including financial planning, portfolio management for businesses, and investment consulting services to institutional clients.
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
MN
12/01/2024 - Present
Wells Fargo Clearing Services, LLC (FOREST LAKE MN)
MN
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (FOREST LAKE MN)
MN
12/15/2000 - 08/13/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
09/13/1999 - 05/07/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
05/19/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
NY
07/25/1997 - 03/27/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
10/16/1995 - 07/09/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
NJ
05/22/1995 - 06/13/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
08/31/1994 - 05/31/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 07/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1994
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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