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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 Robert Weisz is a financial advisor with Raymond James & Associates, Inc. John has been a financial advisor since 1995 and has extensive experience working with individuals, families, and businesses. John holds Series 7, Series 63, and SIE licenses and has a strong track record of providing personalized financial advice and investment management services. John has a broad range of experience and specializes in financial planning, investment management, retirement planning, and estate planning. John is committed to helping clients achieve their financial goals and is dedicated to providing outstanding customer service.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IN
09/25/2013 - Present
Raymond James & Associates, Inc. (FT. WAYNE IN)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
11/08/1995 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
BC
Issued 11/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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