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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 Sherwin is a financial advisor currently registered with Osaic Wealth, Inc. and MHS Advisory Services, LLC. John has been in the industry since 2001 and is licensed to provide financial advice in several states, including California, Minnesota, Arizona, and Texas. John specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations. John has a strong commitment to helping clients reach their financial goals and has a proven track record of success. He is a Certified Financial Planner™ and has extensive experience in providing financial advice in a variety of areas, including retirement planning, college savings, and estate planning. John works hard to build strong relationships with his clients and is dedicated to providing them with the highest level of service.
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.
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.
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2
MN
11/13/2018 - Present
Osaic Wealth, Inc. (MAPLE GROVE MN)
MN
03/06/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (Minnetonka MN)
MN
09/27/2010 - 03/11/2015
INVESTORS CAPITAL CORP. (MAPLE GROVE MN)
MN
01/12/2009 - 10/06/2010
LPL FINANCIAL CORPORATION (MAPLE GROVE MN)
CA
06/27/2002 - 01/14/2009
EDWARD JONES (CALABASAS CA)
MA
11/28/2001 - 05/31/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 12/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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