Unclaimed
John Walter Witt is a financial advisor with Wells Fargo Advisors Financial Network, LLC based in Oak Brook, IL. John has been in the industry since March 1990 and has a wide range of experience, including working with UBS Financial Services Inc and Citigroup Global Markets Inc. John holds multiple licenses and certifications including Series 6, 7, 9, 10, 31, 63, and 65. John also has extensive experience in providing investment consulting services to institutional clients. John's primary office is located at 2625 Butterfield Rd, Ste 300, Oak Brook, IL 60523.
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
IL
06/01/2016 - Present
Wells Fargo Advisors Financial Network, LLC (OAK BROOK IL)
IL
03/07/2008 - 06/29/2016
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
07/16/2001 - 03/20/2008
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
RI
03/23/1990 - 07/18/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 07/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/24/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/1991
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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