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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 Edward Levangie is an investment advisor representative at Wedmont Private Capital. John has been in the industry for over ten years, working previously at GW & WADE ASSET MANAGEMENT COMPANY, LLC. John is registered with the state of Massachusetts and holds the Series 66, Series 7 and SIE exams.
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.
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.
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MA
06/06/2022 - Present
Wedmont Private Capital (Braintree MA)
MA
11/14/2011 - 05/28/2021
GW & WADE ASSET MANAGEMENT COMPANY, LLC (WELLESLEY MA)
BOTH
Issued 03/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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