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John Wischum is an investment advisor representative at TD Private Client Wealth LLC with 38 years of experience in the industry. John has a wide range of experience and holds various licenses including Series 6, 7, 24, 52TO, 53 and 63 licenses. John specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. John is a chartered financial consultant and also serves as a soccer official for Loudoun Soccer and is on the board of directors for Knights of Columbus Council # 13468. John is registered with FINRA and in the following states: Colorado, Delaware, District of Columbia, Florida, Georgia, Maryland, Minnesota, North Carolina, South Carolina and Virginia. John previously worked at Prudential Insurance Company of America, Allstate Insurance Co. and LSA Securities, Inc.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
10/26/2022 - Present
TD Private Client Wealth LLC (VIENNA VA)
NJ
05/26/2021 - 11/01/2022
PRUCO SECURITIES, LLC. (EAST BRUNSWICK NJ)
IL
10/29/1998 - 11/12/2020
ALLSTATE FINANCIAL SERVICES, LLC (NORTHBROOK IL)
IL
10/31/1996 - 10/29/1998
LINCOLN BENEFIT FINANCIAL SERVICES, INC. (NORTHBROOK IL)
MA
05/23/1983 - 04/21/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/23/1983 - 04/21/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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