Unclaimed
John Ryan Walczak is a financial advisor in Pittsburgh, PA. John is a registered representative with Allegheny Investments, Ltd. and Allegheny Financial Group Ltd., which specialize in providing investment advisory services to individuals, corporations, and charitable organizations. John has been in the industry since 2010 and holds the Series 7, Series 66, and SIE licenses. John is a Certified Financial Planner and is also a board member of the financial accountability board at Hill City Church.
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.
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
PA
01/04/2013 - Present
Allegheny Investments, Ltd. (PITTSBURGH PA)
BOTH
Issued 12/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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