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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 Kirkland is a financial advisor with over 17 years of experience in the financial services industry. John is a Registered Representative of Wells Fargo Clearing Services, LLC and registered with the Securities and Exchange Commission (SEC). John has a wide range of experience in financial planning, investment management, and retirement planning. John holds several licenses and designations, including the Series 7, Series 31, and Series 66 licenses. John is also a Certified Financial Planner (CFP®).
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
GA
06/03/2024 - Present
Wells Fargo Clearing Services, LLC (DUNWOODY GA)
GA
05/14/2019 - 09/12/2022
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
FL
06/01/2009 - 04/18/2019
MORGAN STANLEY (TAMPA FL)
FL
07/25/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
FL
09/08/2005 - 06/29/2007
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
MN
09/08/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, 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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