Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Weller is a financial professional with over 26 years of experience in the industry. John is currently a registered representative with Avantax Advisory Services, a firm that offers a range of financial services including financial planning, portfolio management, and pension consulting. John has also held previous positions with Fidelity Brokerage Services LLC and Fortis Investors, Inc. John is a Certified Financial Planner and holds a Series 7, Series 6, Series 10, and Series 9 licenses. John serves individuals, corporations, and trusts.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
06/30/2023 - Present
Avantax Advisory Services (Southlake TX)
TX
03/03/1998 - 04/24/2020
FIDELITY BROKERAGE SERVICES LLC (SOUTHLAKE TX)
RI
11/01/1996 - 02/27/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MN
03/02/1992 - 08/03/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 08/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/27/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/27/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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