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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 Wesley Williams has been an active financial advisor in the industry since 1995. John is currently registered with Ameriprise Financial Services, LLC in Madison, Wisconsin. John specializes in providing financial advice to individuals, trusts/estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. John is a highly experienced advisor with a broad range of qualifications including Series 7, 6, 63, and 66 licenses. John has held previous roles with HARRIS INVESTOR SERVICES, INC., AMCORE INVESTMENT SERVICES, INC, PRIMEVEST FINANCIAL SERVICES, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, and INVEST FINANCIAL CORPORATION.
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.
Asset allocation services
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
WI
09/09/2011 - Present
Ameriprise Financial Services, LLC (Madison WI)
WI
07/01/2010 - 09/19/2011
HARRIS INVESTOR SERVICES, INC. (MT HOREB WI)
WI
09/27/2006 - 09/30/2010
AMCORE INVESTMENT SERVICES, INC (MT HOREB WI)
WI
12/07/1998 - 09/15/2006
PRIMEVEST FINANCIAL SERVICES, INC. (EVANSVILLE WI)
CA
08/07/2000 - 06/01/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
WI
12/14/1994 - 11/06/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 09/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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