Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Wagner is an investment advisor representative with Rockefeller Financial LLC. John is registered with the Securities and Exchange Commission (SEC) and has been in the securities industry for over 10 years. John has a Series 66 license and is registered in 51 states, including Georgia. John is active in both Broker-Dealer and Investment Advisor roles.
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.
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
GA
03/16/2021 - Present
Rockefeller Financial LLC (ATLANTA GA)
BOTH
Issued 10/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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