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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 Woolard has been in the financial services industry since 1997. John is a registered representative of Wells Fargo Advisors Financial Network, LLC and offers financial advice and portfolio management services. John has experience serving a wide range of clients including high-net-worth individuals, corporations, and charitable organizations. John is based in Elizabeth City, NC and also has an office in Kill Devil Hills, NC.
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.
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2
NC
05/19/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ELIZABETH CITY NC)
NC
10/01/1999 - 05/19/2023
WELLS FARGO CLEARING SERVICES, LLC (KILL DEVIL HILLS NC)
NC
02/18/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 03/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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