Profile
Mr. John M.
Segal is a Financial Advisor, Vice President & Investment Officer at Wells Fargo Clearing Services LLC.
He offers a wide range of services including helping select individual investments to meet clients’ financial goals.
His focus includes equities, municipal bonds and the college savings plans.
He was previously employed by Wachovia Securities LLC and by A.G.
Edwards, Inc.
Mr. Segal received his Bachelor of Arts in English from Clark University.
Former positions of John Michael Segal
| Companies | Position | End |
|---|---|---|
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Portfolio Manager-Equities | 26/10/2020 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/05/2009 |
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance Provides security brokerage services | Corporate Officer/Principal | 01/01/2008 |
Training of John Michael Segal
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance Provides security brokerage services | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Clark University
Clark University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Finance |
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