Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Gererd Sonntag has been a registered representative in the financial services industry since 1982. John is currently registered with Trustmont Advisory Group, Inc. and has previously been registered with Waterstone Financial Group, Inc., The (Wilson) Williams Financial Group, Pro-Integrity Securities, Inc., Hackett Associates, Inc., John Hancock Distributors, Inc. and John Hancock Mutual Life Insurance Company. John has passed the Series 6, Series 63 and SIE exams. John is also a licensed Life and Health Insurance General Agent.
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.
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
09/02/2009 - Present
Trustmont Advisory Group, Inc. (GREENSBURG PA)
PA
06/30/2005 - 08/26/2009
WATERSTONE FINANCIAL GROUP, INC. (CORRY PA)
TX
01/03/2005 - 07/05/2005
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
TX
08/11/2004 - 12/31/2004
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
PA
03/10/1995 - 08/05/2004
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
MA
04/05/1982 - 12/14/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/05/1982 - 12/14/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 07/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Sonntag is the right advisor for you? Invested Better is here to help.
