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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 Rutledge Lane is a financial advisor with Wells Fargo Clearing Services, LLC. John has been working in the financial industry since 1985 and has experience with UBS Financial Services Inc., Morgan Stanley DW Inc., Smith Barney Shearson Inc. and Lehman Brothers Inc. John is registered with FINRA and holds Series 7, Series 63 and SIE licenses. John specializes in investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for both businesses and individuals. John is registered with FINRA and the following states: California, Florida, New York, Oregon, Pennsylvania, Texas and Wisconsin.
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
01/07/2021 - Present
Wells Fargo Clearing Services, LLC (FORT LAUDERDALE FL)
CA
09/09/2005 - 06/12/2015
UBS FINANCIAL SERVICES INC. (LONG BEACH CA)
NY
03/21/1994 - 09/12/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/31/1993 - 02/17/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/23/1985 - 04/11/1988
E. F. HUTTON & COMPANY INC
BC
Issued 11/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
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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