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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 Morgenthaler is an Investment Advisor Representative with Osaic Wealth, Inc., working from the Malvern, PA office. John's background includes over 38 years of experience in the financial services industry. John is also a registered Investment Advisor Representative with Wharton Wealth Management, LLC. He is a Series 7, Series 63, and SIE licensed professional. John has specialized in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. John primarily serves high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
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.
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2
PA
11/03/2023 - Present
Osaic Wealth, Inc. (MALVERN PA)
PA
08/17/2005 - 11/03/2023
FSC SECURITIES CORPORATION (MALVERN PA)
PA
02/04/2005 - 07/07/2017
PRINCIPAL SECURITIES, INC. (MALVERN PA)
GA
06/02/1992 - 08/12/2005
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
03/25/1999 - 03/29/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
OH
07/26/1984 - 06/03/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 01/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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