Unclaimed
John Russell Funderburk is a financial advisor with Wealthcare Financial Group, Inc. John has been in the financial industry since 2012 and holds the Series 7, Series 66, and SIE licenses. John is registered with the state of Maryland as an Investment Advisor Representative. John has experience working with clients of all ages, including high-net-worth individuals, corporations, and pension plans. John is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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
MD
02/04/2019 - Present
Wealthcare Financial Group, Inc. (Frederick MD)
MD
05/17/2018 - 02/04/2019
H. BECK, INC. (Frederick MD)
MD
07/31/2012 - 05/24/2018
LPL FINANCIAL LLC (MOUNT AIRY MD)
BOTH
Issued 02/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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