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 Trapp is a financial advisor with over 16 years of experience in the financial services industry. John is currently registered with Robert W. Baird & Co. Inc. and has previously worked with J.J.B. HILLIARD, W.L. LYONS, LLC, FIFTH THIRD SECURITIES, INC., and NATCITY INVESTMENTS, INC. John holds FINRA Series 6, 7, 63 and 66 licenses and is also a Certified Financial Planner. John has a history of working with a wide range of clients, including individuals, corporations, investment companies, pension and profit-sharing plans, charitable organizations, high-net-worth individuals, and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
04/12/2022 - Present
Robert W. Baird & Co. Inc. (Columbus - Grandview Heights OH)
OH
11/04/2016 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (Grandview Heights OH)
OH
02/19/2009 - 11/17/2016
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
OH
06/04/2007 - 02/03/2009
NATCITY INVESTMENTS, INC. (COLUMBUS OH)
BOTH
Issued 04/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure John Trapp is the right advisor for you? Invested Better is here to help.
