Unclaimed
John Brian Weigel is a financial advisor at LPL Financial LLC. John has been in the financial industry since 1998. He is registered with the state of Ohio. John is licensed to offer securities and investment advisory services. His office is located at 8080 BECKETT CENTER DR STE 102 in WEST CHESTER, OH. John has previously worked at FIFTH THIRD SECURITIES, INC. and FOCUS WEALTH MANAGEMENT, LLC. John provides consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals and businesses.
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.
Consulting and other non-discretionary advisory 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.
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.
1
2
OH
11/12/2008 - Present
LPL Financial LLC (WEST CHESTER OH)
OH
03/27/1999 - 12/03/2008
FIFTH THIRD SECURITIES, INC. (WEST CHESTER OH)
OH
02/06/1998 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 06/03/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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