Unclaimed
John Taitague is a financial advisor with Wells Fargo Advisors Financial Network, LLC. John has been in the industry since 1995. John has experience in providing investment consulting services to institutional clients and providing financial planning and portfolio management for individuals and businesses. John has passed the Series 63, Series 65, Series 7, and SIE exams.
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
VA
05/02/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RICHMOND VA)
VA
05/23/2012 - 05/02/2024
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
VA
05/26/2000 - 05/24/2012
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
03/02/1998 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
NC
03/20/1997 - 02/23/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NC
12/12/1995 - 03/20/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 04/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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