Unclaimed
John Eugene Weidner is a financial professional with over 30 years of experience in the financial services industry. He is a Registered Representative with Investment Research Corp. in Colorado Springs, Colorado. John has a strong background in investment company products and variable contracts, and is also a Chartered Financial Consultant. John has worked with a number of firms over the years including OneAmerica Securities, Inc., 1717 Capital Management Company, Fortis Investors, Inc., Pruco Securities Corporation, The Prudential Insurance Company of America and World Capital Brokerage, Inc. He is dedicated to providing his clients with personalized financial advice and investment strategies that meet their individual needs. John specializes in providing financial advice to individuals, high-net-worth individuals, and families. He also works with pension and profit-sharing plans, investment companies, and other businesses. John is committed to providing his clients with the highest level of service and expertise.
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.
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.
Strategic management for diversified investment portfolios.
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
CO
01/09/2012 - Present
Investment Research Corp. (COLORADO SPRINGS CO)
CO
04/06/2006 - 01/20/2012
ONEAMERICA SECURITIES, INC. (COLORADO SPRINGS CO)
DE
07/29/1992 - 04/11/2006
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MN
01/29/1992 - 12/31/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
03/20/1989 - 05/24/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/20/1989 - 05/24/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 06/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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