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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 Courier is a financial advisor with Schwab Wealth Advisory, Inc., a firm with over 141,801 clients. John has been in the financial services industry since 2000 and is currently registered with the state of Colorado and Texas. John holds both Series 63 and 66 licenses and the Series 9, 10 and 24 principals licenses. John has prior work experience with Russell Investments, AssetMark Brokerage, LLC, Northwestern Mutual Investment Services, LLC and Bank of Montreal (BMO). John is also a Chartered Financial Analyst (CFA).
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
CO
11/07/2022 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CA
02/15/2022 - 10/25/2022
ASSETMARK BROKERAGE, LLC (CONCORD CA)
CO
11/28/2018 - 11/18/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)
IL
02/20/2018 - 11/15/2018
BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)
CO
03/15/1999 - 08/07/2017
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (PARKER CO)
WI
05/03/2000 - 04/19/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 8/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/4/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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