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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 Joseph Weiksnar is a financial advisor at Fidelity Personal and Workplace Advisors. John has over 23 years of experience in the financial services industry. John has a strong background in both investment advisory and broker-dealer services. John has been registered with FINRA and the SEC since 1991 and has earned a Series 63, Series 65, Series 24, Series 7TO, Series 7 and SIE licenses. John is currently registered as a broker-dealer and investment advisor representative in Texas and Utah. John has worked for several firms during his career including Syndicated Capital, Inc., Eisner Securities, Inc. and InterFirst Capital Corporation. John offers a range of services to individuals, businesses and institutions, including financial planning, portfolio management, and investment advice. John is committed to providing clients with personalized and comprehensive financial solutions that meet their unique needs.
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.
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.
1
2
UT
10/12/2023 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CA
11/16/2001 - 12/31/2014
SYNDICATED CAPITAL, INC. (DIAMOND BAR CA)
MO
11/28/1997 - 10/01/2001
EISNER SECURITIES, INC. (ST. LOUIS MO)
CA
05/28/1991 - 11/03/1997
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
BOTH
Issued 08/31/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/1994
Series 24 - General Securities Principal Examination
BC
Issued 08/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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