Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Frank Zeuner is a financial advisor with over 30 years of experience in the industry. John is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since July 2013. Previously, John worked at WELLS FARGO ADVISORS, LLC from January 2008 to July 2013. John is also a registered investment advisor and has held this designation since July 2013. John specializes in providing financial planning, portfolio management and pension consulting services to individuals, corporations and other businesses. John also has a strong track record in developing and implementing investment strategies for clients with a wide range of financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
07/15/2013 - Present
Raymond James Financial Services Advisors, Inc. (AUSTIN TX)
TX
01/01/2008 - 07/16/2013
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
TX
04/25/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (AUSTIN TX)
NY
04/18/1984 - 05/04/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Zeuner is the right advisor for you? Invested Better is here to help.
