Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Chitaley is a financial advisor at Avantax Advisory Services, based in UNIVERSITY PLACE, WA. John has been in the financial services industry since December 2008. John is licensed to offer securities and investment advisory services in several states, including California, Florida, Washington, and Wisconsin. John also provides CPA services and Financial advisor services under a Sole Proprietor structure - DBA "Chitaley Associates".
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WA
08/02/2017 - Present
Avantax Advisory Services (UNIVERSITY PLACE WA)
TX
09/11/2001 - 10/07/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 01/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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