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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Andrew Schick is a financial advisor with Ameriprise Financial Services, LLC in Schnecksville, Pennsylvania. John has been in the financial industry since 1997 and is registered with the state of Pennsylvania. John also holds licenses in Indiana, Massachusetts, New Hampshire, Ohio, and Texas. John specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. John is also registered with Capstone Asset Management and has been working with the company since 2011.
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.
Asset allocation services
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.
1
2
PA
08/01/2018 - Present
Ameriprise Financial Services, LLC (Schnecksville PA)
PA
06/29/2012 - 09/25/2018
INVESTMENT PROFESSIONALS, INC. (BETHLEHEM PA)
PA
08/01/2008 - 07/23/2012
SWS FINANCIAL SERVICES, INC. (ALLENTOWN PA)
PA
07/30/2008 - 08/05/2008
SOUTHWEST SECURITIES, INC. (BETHLEHEM PA)
PA
07/03/2007 - 07/30/2008
SWS FINANCIAL SERVICES (BETHELHEM PA)
PA
01/03/2006 - 06/28/2007
BNK ADVISORY GROUP, INC. (SUCCESSOR) (BETHLEHEM PA)
PA
11/03/1997 - 12/31/2005
BNK ADVISORY GROUP, INC. (BETHLEHEM PA)
BOTH
Issued 08/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/25/2006
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 10/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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