Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles Anglin is a financial advisor working with Charles Schwab & CO., Inc.. John has over 15 years of experience in the financial services industry. John is registered with the state of Oklahoma. John has licenses for Series 6, 7, 9, 10, 63, 65, and 66. John has held previous registrations with TD AMERITRADE, INC., SCOTTRADE, INC., and CHASE INVESTMENT SERVICES CORP.
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
1
2
OK
01/11/2022 - Present
Charles Schwab & CO., Inc. (Tulsa OK)
OK
02/25/2022 - 05/19/2024
TD AMERITRADE, INC. (Tulsa OK)
NM
02/26/2018 - 10/09/2018
TD AMERITRADE, INC. (ALBUQUERQUE NM)
NM
04/10/2014 - 02/26/2018
SCOTTRADE, INC. (ALBUQUERQUE NM)
TX
10/21/2011 - 04/16/2014
TD AMERITRADE, INC. (FORT WORTH TX)
TX
09/01/2008 - 10/07/2011
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
BOTH
Issued 03/09/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/16/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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