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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 Wing is an investment advisor representative with Captrust. John has been in the industry since 1987 and has experience in various areas, including financial planning, pension consulting, and portfolio management. John holds the Series 63, Series 65, and Series 7 licenses. John previously worked at RAYMOND JAMES FINANCIAL SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. John specializes in providing advisory services to individuals, corporations, trusts, and retirement plans. John is committed to providing personalized financial advice and helping clients 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MN
04/26/2023 - Present
Captrust (Minnetonka MN)
FL
04/12/1995 - 07/03/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
11/25/1987 - 04/18/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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