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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 Eric Wightman is a financial advisor currently working at XML Financial Group in Bethesda, Maryland. John Eric has been in the financial services industry for over 25 years, and has a strong track record of success. John Eric has a wide range of experience, including working for firms such as Robert W. Baird & Co., Janney Montgomery Scott LLC, and Ferris, Baker Watts Incorporated. John Eric holds multiple FINRA licenses, including Series 6, 7, 9, 10, 31, and 63, as well as the Series 65 license for investment advisors. John Eric specializes in working with individuals, families, businesses, and charitable organizations. XML Financial Group is a Registered Investment Advisor based in Bethesda, Maryland. The firm offers a range of services, including financial planning, portfolio management, and retirement planning. John Eric is committed to providing his clients with personalized advice and exceptional service.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
07/21/2017 - Present
XML Financial Group (BETHESDA MD)
DC
02/21/2017 - 03/10/2017
JANNEY MONTGOMERY SCOTT LLC (WASHINGTON DC)
VA
07/20/2007 - 01/14/2017
ROBERT W. BAIRD & CO. INCORPORATED (RESTON VA)
VA
06/16/2000 - 08/02/2007
FERRIS, BAKER WATTS INCORPORATED (RESTON VA)
NY
07/13/1998 - 07/03/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CT
08/12/1996 - 07/16/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BC
Issued 08/03/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/15/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 05/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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