Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Friedrich Wenz is an active investment advisor representative. John has been in the financial industry since 2002 and is currently registered with Global Retirement Partners LLC. John has a broad range of experience, having worked with several firms in the industry. His focus is on providing financial planning, pension consulting, and portfolio management for both businesses and individuals. John is registered as an investment advisor representative in multiple states.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/03/2021 - Present
Global Retirement Partners LLC (Ft. Washington PA)
PA
02/21/2008 - 11/30/2010
NRP FINANCIAL, INC. (FT WASHINGTON PA)
PA
07/06/2004 - 02/25/2008
NFP SECURITIES, INC. (HORSHAM PA)
PA
01/01/2002 - 06/30/2004
WHARTON EQUITY CORPORATION (WAYNE PA)
BC
Issued 02/04/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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