Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Andrew Shumski is a financial advisor with over 18 years of experience in the financial services industry. John is registered with Networth Asset Management, Inc. John has held previous roles at various firms, including INTERCAROLINA FINANCIAL SERVICES, INC., IFS SECURITIES, GIRARD SECURITIES, INC., THE O.N. EQUITY SALES COMPANY, and NEXT FINANCIAL GROUP, INC.. John holds the Series 7, Series 24 and Series 66 securities licenses as well as the SIE. John is a member of the National Association Insurance and Financial Advisors State Board. John is a wealth planner specializing in life insurance, health insurance, disability insurance, fixed annuities, debt and estate management, and business consulting.
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.
Helps you choose top advisors aligned with your financial goals.
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
PA
08/09/2024 - Present
Networth Asset Management, Inc. (LANSDALE PA)
FL
07/31/2015 - 02/29/2024
INTERCAROLINA FINANCIAL SERVICES, INC. (GAINSVILLE FL)
GA
02/09/2015 - 08/05/2015
IFS SECURITIES (ATLANTA GA)
PA
11/16/2012 - 02/18/2015
GIRARD SECURITIES, INC. (LANDSDALE PA)
PA
01/04/2008 - 11/16/2012
THE O.N. EQUITY SALES COMPANY (MONTGOMERYVILLE PA)
PA
09/14/2006 - 01/17/2008
NEXT FINANCIAL GROUP, INC. (MONTGOMERYVILLE PA)
BOTH
Issued 09/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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