Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Anthony MacHonga is a financial advisor with over 30 years of experience in the financial services industry. John is a Certified Financial Planner™ and is currently registered with Johnson Private Wealth Management, LLC in Sarasota, Florida. John’s specialties include portfolio management for individuals and financial planning. He has previously worked with a number of firms including FirstMerit Financial Services, Inc., CCO Investment Services Corp., Investment Professionals, Inc., Midwest Financial and Investment Services, Inc., Raymond James Financial Services, Inc., Terra Securities Corporation, and Robert Thomas Securities, Inc.
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.
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.
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FL
04/15/2015 - Present
Johnson Private Wealth Management, LLC (SARASOTA FL)
IL
12/14/2012 - 10/22/2013
FIRSTMERIT FINANCIAL SERVICES, INC (MOUNT PROSPECT IL)
IL
01/10/2011 - 06/07/2012
CCO INVESTMENT SERVICES CORP. (WOOD DALE IL)
IL
07/02/2010 - 12/22/2010
INVESTMENT PROFESSIONALS, INC. (CHICAGO IL)
IL
05/07/2007 - 06/16/2010
MIDWEST FINANCIAL AND INVESTMENT SERVICES, INC. (INVERNESS IL)
IL
11/14/2000 - 05/09/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (ELMWOOD PARK IL)
IL
09/26/1990 - 11/15/2000
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
FL
03/21/1989 - 10/31/1990
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
WI
06/22/1983 - 02/10/1989
ISFA CORPORATION (APPLETON WI)
BC
Issued 04/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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