Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Terrell is a financial advisor with over 30 years of experience in the financial services industry. John is currently registered with Wells Fargo Clearing Services, LLC in Florida and Texas. John is a registered representative and investment advisor representative, and holds Series 7 and Series 65 licenses. John has been with Wells Fargo Advisors since 2009 and has been with Wells Fargo Clearing Services, LLC since 2016. John has a proven track record of success in providing financial advice to individuals, families, and businesses. John specializes in retirement planning, investment management, and estate planning. John is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
FL
02/03/2021 - Present
Wells Fargo Clearing Services, LLC (NAPLES FL)
FL
11/03/2003 - 02/01/2007
ATLAS SECURITIES, LLC (PUNTA GORDA FL)
IA
03/31/2003 - 07/07/2003
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
OH
10/24/2002 - 03/31/2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
FL
03/01/2002 - 10/31/2002
HIGH MARK SECURITIES, INC. (LAKELAND FL)
AL
07/09/2001 - 12/18/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
CA
05/05/1998 - 07/18/2001
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
NC
04/21/1997 - 01/14/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
GA
06/18/1996 - 11/14/1996
SUNTRUST SECURITIES, INC. (ATLANTA GA)
FL
04/05/1994 - 06/26/1996
INVESTACORP, INC. (MIAMI FL)
SC
01/21/1994 - 04/14/1994
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
FL
11/13/1992 - 01/28/1994
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
03/03/1989 - 11/16/1992
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NA
12/23/1987 - 04/15/1989
BARNETT BOND SERVICE, INC.
NA
09/24/1984 - 10/15/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
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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