Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Webbert is a financial professional with over 30 years of experience in the securities industry. John Thomas Webbert is currently registered with Osaic Wealth, Inc. and has previously worked with Securities America, Inc., Securities Service Network, LLC, Medallion Investment Services, Inc., IFG Network Securities, Inc., Comprehensive Financial Services, Inc., H.D. Vest Investment Securities, Inc., Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. John Thomas Webbert has a broad range of experience in the financial industry and is well-equipped to help clients with their financial planning needs.
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.
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
12/06/2024 - Present
Osaic Wealth, Inc. (Glen Arm MD)
MD
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (TOWSON MD)
MD
01/04/2010 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (TOWSON MD)
MD
01/04/1999 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (TOWSON MD)
TN
01/17/1997 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
01/01/1996 - 12/31/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
01/04/1993 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
TX
09/03/1991 - 01/01/1993
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NY
08/10/1989 - 09/28/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/10/1989 - 09/28/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 01/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Webbert is the right advisor for you? Invested Better is here to help.
