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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 Christopher Leshock is a financial advisor who has been in the industry since 2000. John is currently registered with Robert W. Baird & Co. Inc. in Illinois and has previously worked for Janus Distributors LLC, PWMCO, LLC, and Morgan Stanley & Co., Incorporated. John has a wide range of experience in the financial services industry, including investment advisory services, portfolio management, and financial planning. John holds a Series 63, Series 65, Series 7, and SIE licenses.
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
IL
11/30/2022 - Present
Robert W. Baird & Co. Inc. (CHICAGO IL)
CO
01/30/2009 - 04/29/2015
JANUS DISTRIBUTORS LLC (DENVER CO)
IL
09/29/2004 - 12/31/2008
PWMCO, LLC (CHICAGO IL)
NY
12/05/2000 - 05/24/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 04/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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