Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Morzelewski is an investment advisor representative registered with Ashton Thomas Private Wealth, a firm that manages over $2.8 billion in assets for a range of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. John has been in the industry since 1996, working with various firms such as Fidelity Brokerage Services, Accelerated Capital Group, Meridian United Capital, and Peachtree Capital Corp. John specializes in financial planning, portfolio management, and selection of other advisors, ensuring a comprehensive approach to meeting their clients' needs.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Variable product model design and maintenance
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.
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UT
06/20/2011 - Present
Ashton Thomas Private Wealth (DRAPER UT)
UT
02/01/2017 - 08/20/2018
PEACHCAP SECURITIES, INC. (Draper UT)
UT
02/21/2012 - 12/21/2016
ACCELERATED CAPITAL GROUP (DRAPER UT)
UT
06/13/2011 - 02/21/2012
MERIDIAN UNITED CAPITAL, LLC (DRAPER UT)
UT
07/29/1996 - 06/14/2011
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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