Unclaimed
John Vincent Weitzel is an investment advisor representative registered with Raymond James Financial Services Advisors, Inc., headquartered in Saint Petersburg, FL. John has been in the industry since 2005 and is registered with the Securities and Exchange Commission (SEC) as well as several states, including Illinois, Florida, Georgia, and Minnesota. John's prior experience includes working at Transamerica Financial Advisors, Inc., where he was registered from 2005 to 2009. John's firm offers various advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
12/04/2009 - Present
Raymond James Financial Services Advisors, Inc. (SAINT CHARLES IL)
IL
04/22/2005 - 12/14/2009
TRANSAMERICA FINANCIAL ADVISORS, INC (GENEVA IL)
BOTH
Issued 07/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Weitzel is the right advisor for you? Invested Better is here to help.