John M. Wallace
Professional summary
John Michael Wallace is a registered financial professional currently at WORLD CHOICE SECURITIES, INC. located in Columbus, Ohio.
John is registered as a RR (Registered Representative) and started their career in finance in 2016. John has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view John Michael Wallace's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 15, 2022 - Present
WORLD CHOICE SECURITIES, INC.
Office #1: 7650 Rivers Edge Drive Suite 260, Columbus, OH 43235September 30, 2020 - December 16, 2022
GOLD COAST SECURITIES, INC.
March 23, 2016 - December 19, 2018
VALKYRIE EQUITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/16/2023)
(3/2/2023)
Exams
FINRA
Current Firm
WORLD CHOICE SECURITIES, INC.
CRD#: 30933 / SEC#: , 8-45235
Contact information
FINRA licenses (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 45 |
| AUM (Assets Under Management) | $ 24,955,000 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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