Unclaimed
John Cantalin Wahl is an Investment Advisor Representative with Commonwealth Financial Network. John has been in the financial industry since January 2, 2015. John holds the Series 63, Series 66, Series 7 and SIE licenses and is registered in 14 states. John holds the CFP and ChFC designations. John is also a co-owner of JPW, LLC and Mississippi Wedge, LLC and has been involved in real estate and private investments. John is committed to providing financial planning and investment management services to a variety of clients, including individuals, families, businesses, and retirement plans.
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.
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
MO
12/02/2019 - Present
Commonwealth Financial Network (Clayton MO)
MO
01/13/2016 - 12/13/2019
B. RILEY WEALTH MANAGEMENT (ST. LOUIS MO)
TN
11/19/2010 - 11/29/2011
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
BOTH
Issued 03/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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