Unclaimed
John Alison Fahnestock is a registered Investment Advisor Representative with Q3 Asset Management Corp. in Eagle, ID. John has been in the financial industry for over 35 years. John's previous employers include GWN Securities Inc., Sterne Agee Financial Services, Inc., WRP Investments, Inc., Financial Advisers of America, LLC, Next Financial Group, Inc., Securities Service Network, Inc., Guardian Investor Services Corporation, MONY Securities Corp., and The Mutual Life Insurance Company of New York. John holds the Series 63 and Series 65 licenses, and is currently registered with the state of Idaho. Q3 Asset Management Corp. is a Registered Investment Advisor specializing in providing portfolio management for individuals, businesses, and investment companies.
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.
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.
Consultation services
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.
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.
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2
MI
10/18/2023 - Present
Q3 Asset Management Corp. (BIRMINGHAM MI)
ID
01/05/2016 - 10/19/2023
GWN SECURITIES INC. (EAGLE ID)
ID
09/12/2014 - 12/31/2015
STERNE AGEE FINANCIAL SERVICES, INC. (EAGLE ID)
ID
08/18/2011 - 09/12/2014
WRP INVESTMENTS, INC. (EAGLE ID)
ID
01/04/2010 - 08/18/2011
FINANCIAL ADVISERS OF AMERICA, LLC (EAGLE ID)
ID
01/04/2000 - 12/31/2009
NEXT FINANCIAL GROUP, INC. (EAGLE ID)
TN
03/20/1997 - 12/31/1999
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NY
04/29/1994 - 03/20/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
05/13/1992 - 03/25/1994
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
10/05/1987 - 05/08/1992
MONY SECURITIES CORP. (NEW YORK NY)
NY
10/05/1987 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 03/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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