Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Wilbur Gilroy is an active investment advisor representative at Wells Fargo Clearing Services, LLC. John has been in the financial services industry since 1985. He has been registered with Wells Fargo Clearing Services, LLC since 2016 and is registered in California and Texas. John also previously worked at Prudential Securities Incorporated and PaineWebber Incorporated. John Gilroy holds the following licenses: Series 7, Series 31, Series 63, Series 65, and SIE. He is registered with FINRA. John Gilroy's areas of specialization include: Fixed income, Equities, Mutual funds, Options, and Annuities. John is the trustee for his mother’s trust.
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
CA
02/02/2016 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
NY
05/08/1992 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
06/06/1985 - 05/13/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 07/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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