Unclaimed
John Seraphin is a financial advisor with Steigerwald, Gordon & Koch - Wealth Advisors. John is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry for over 5 years. John has a strong track record of helping individuals and families achieve their financial goals. John is committed to providing personalized financial advice to his clients. John specializes in portfolio management for individuals and businesses, as well as financial planning.
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.
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VA
03/01/2022 - Present
Steigerwald, Gordon & Koch - Wealth Advisors (Middleburg VA)
VA
01/31/2019 - 11/23/2021
NYLIFE SECURITIES LLC (VIENNA VA)
BOTH
Issued 06/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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