Unclaimed
John Rust is a financial advisor with over 50 years of experience in the industry. John is currently registered with Oppenheimer & Co. Inc. and has previously held roles with several other firms including Dominick & Dominick LLC, Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Paine, Webber, Jackson & Curtis Inc., Paine Webber Mitchell Hutchins Inc., Paine, Webber, Jackson & Curtis Incorporated, Dean Witter Reynolds Inc., and Dean Witter & Co. Incorporated. John is a Series 7, Series 3, Series 63, Series 65, and Series 66 licensed advisor and has extensive experience in portfolio management for individuals, businesses, and pooled investment vehicles. John is also a member of the Investment Committee for the Community Foundation for Loudoun and Northern Fauquier Counties and serves as Treasurer for the Rust Foundation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
VA
10/21/2024 - Present
Oppenheimer & Co. Inc. (VIENNA VA)
NY
10/24/2003 - 01/26/2015
DOMINICK & DOMINICK LLC (NEW YORK NY)
NY
11/03/2000 - 10/28/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
08/19/1981 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NA
01/31/1980 - 12/10/1983
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
05/01/1980 - 08/30/1981
PAINE WEBBER MITCHELL HUTCHINS INC.
NA
03/23/1979 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
02/24/1978 - 04/06/1979
DEAN WITTER REYNOLDS INC.
NA
08/03/1973 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
BOTH
Issued 08/22/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/12/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1983
Series 3 - National Commodity Futures Examination
BC
Issued 02/06/1979
PC - AMEX Put and Call Exam
BC
Issued 07/30/1973
Series 000 - General Securities Principal Examination
BC
Issued 07/30/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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