Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Adams Macon has been a registered representative for over 38 years. John began their career at Alex. Brown & Sons Incorporated in 1984. John has since worked at DB Alex. Brown LLC, Deutsche Bank Securities Inc., Citigroup Global Markets Inc., and now at WEALTHPENN.COMLLC. John holds Series 7, 31, 63 and 65 securities licenses, as well as the SIE exam. John has provided investment advice and financial planning services to individuals, businesses, pension and profit-sharing plans, investment companies, charitable organizations, insurance companies, and state and municipal government entities. John is registered to provide investment advice and services in numerous states and has the right to offer investment advice through WEALTHPENN.COMLLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
04/08/2020 - Present
Wealthpenn.comllc (Lutherville MD)
MD
07/05/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
NY
01/13/2001 - 07/11/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
10/26/1984 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 2/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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