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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 Wilson Eberhard is a financial advisor with UBS Financial Services Inc. in CHAPEL HILL, NC. John has been in the industry since August 10, 2000, and has experience with UBS Financial Services Inc., MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, WACHOVIA SECURITIES, LLC and WACHOVIA SECURITIES, INC.. John holds Series 66, SIE, Series 31 and Series 7 licenses. John also holds licenses for other investment advisory firms in various states across the U.S.. John is a member of the Finance Committee at MT CARMEL BAPTIST CHURCH.
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.
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.
See schedule d - miscellaneous
1
2
NC
06/22/2016 - Present
UBS Financial Services Inc. (CHAPEL HILL NC)
NC
06/01/2009 - 10/16/2014
MORGAN STANLEY (CHAPEL HILL NC)
NC
01/16/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RALEIGH NC)
NC
08/06/2004 - 01/27/2009
UBS FINANCIAL SERVICES INC. (CHAPEL HILL NC)
MO
06/15/2002 - 08/12/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
08/11/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 09/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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