Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Alusick is a financial professional who has been in the industry since November 2, 2016. John is currently registered with Charles Schwab & CO., Inc. and has been with the firm since December 2022. Prior to that, John was registered with TD AMERITRADE, INC. from November 3, 2016, to May 19, 2024. John is licensed in 53 states and has a Series 7, Series 66 and SIE licenses. John is a specialist in providing wrap fee program sponsorship and financial planning advice.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
01/26/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
11/03/2016 - 05/19/2024
TD AMERITRADE, INC. (Westlake TX)
BOTH
Issued 11/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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