Investment Executives
First National Investment Services
Securities & insurance products provided by PrimeVest Financial Services
John Weitzel
Vice President and Director of Investment Services
Serving Beloit and surrounding communities
608.363.8055
If you're unsure of how to allocate your investment portfolio, John Weitzel can help. As a registered PrimeVest Investment Executive, John has an in-depth knowledge of the investment options available to you and can develop a custom investment solution tailored to your needs. He is backed by an experienced brokerage firm with a national reputation for excellence. John can help you make the right investment decisions today to ensure that you reach your financial goals in the future.
John joined First National Investment Services in 2002, after being affiliated with Robert W. Baird & Co. Investments for 6 years. He was named Director of First National Investment Services in 2007. John is a fully licensed Investment Executive holding securities Series 7 and 63 registrations as well as life and health insurance licenses. John has been a resident of the stateline area for over 40 years and has been involved in numerous community and civic organizations.
Emily Marshall
Investment Executive
Serving Northern Illinois & Monroe/Argyle communities
815.624.5986
Emily has both the expertise and experience to make your financial dreams a reality. She has Series 7 and 63 securities registrations and holds insurance licenses for life, health, long-term care and variable annuities.
Previously, she worked as the Director of Fundraising for a non-profit organization, where she was instrumental in devising fundraising strategies and increasing revenue. As a testament to her philanthropic involvement, Emily has lent her financial expertise to organizations striving to improve the status of women and increase the standard of living in developing countries.
Today, Emily is committed to providing you with the highest level of service and she is adamant about developing personalized financial solutions to sustain your long-term goals and needs.
Mark Heffel
Investment Executive
Serving Beloit and surrounding communities
608.363.8012
As part of the First National Investment Services team, Mark will be providing investment products and services to the Beloit and surrounding communities. Mark has Series 7 and 63 securities registrations and holds insurance licenses for life, health, long-term care and variable annuities. Mark began his career as a financial representative in 1995. As an Investment Executive through PrimeVest Financial Services, Mark will be assisting individuals with financial planning, investment decisions and insurance reviews.
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Investment products are provided by PRIMEVEST Financial Services, Inc., an independent registered broker/dealer and registered investment adviser, member SIPC / FINRA and is unaffiliated with this financial institution. Securities and insurance products provided by PRIMEVEST:
- Are not FDIC Insured
- Are not a deposit
- May go down in value
- Are not financial institution guaranteed
- Are not insured by any federal government agency
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Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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