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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 Wade Reagan is a financial advisor with over 20 years of experience in the industry. John is registered as a representative of Western International Securities, Inc., and is licensed to provide financial advice in California and Texas. John is a Certified Financial Planner™ and has expertise in a variety of financial planning areas, including investment management, retirement planning, and estate planning. John has a strong understanding of the needs of individuals, families, and businesses. John is committed to providing clients with personalized financial advice and helping 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
05/12/2021 - Present
Western International Securities, Inc. (Pasadena CA)
TX
03/30/2009 - 04/15/2021
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
TX
02/20/2001 - 04/15/2009
CITIGROUP GLOBAL MARKETS INC. (WAXAHACHIE TX)
NY
03/10/1998 - 02/22/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/15/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 03/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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