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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 Andre Weisbrod is a financial advisor with over 30 years of experience in the industry. John has worked for several firms, including Janney Montgomery Scott Inc., Hornor, Townsend & Kent, Inc., and Olde Economie Financial Consultants, Ltd.. John currently works for Quantum Financial Advisors Inc. based in Rockville, Maryland. John is registered as an Investment Advisor Representative in Pennsylvania and has a Series 7, Series 6, and Series 22 license. John is a Chartered Financial Consultant.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
04/30/2018 - Present
Quantum Financial Advisors Inc. (Pittsburgh PA)
PA
01/05/2007 - 12/31/2007
WRP INVESTMENTS, INC. (PITTSBURGH PA)
PA
07/13/1998 - 12/31/2006
OLDE ECONOMIE FINANCIAL CONSULTANTS, LTD. (BADEN PA)
PA
01/27/1988 - 07/06/1998
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NA
04/09/1984 - 01/26/1988
JANNEY MONTGOMERY SCOTT INC.
NA
08/03/1982 - 03/20/1984
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 08/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/02/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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