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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 David Callegari is an Investment Advisor Representative with FCI Advisors, a firm based in Overland Park, Kansas. John has been in the industry since 1998 and holds a Series 63, Series 65, and Series 7 licenses. John also holds the designation of Chartered Financial Analyst. Prior to joining FCI Advisors, John has experience working for other firms including Charles Schwab & Co., Inc., U.S. Bancorp Investments, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company and Phillips & Company Securities Inc. FCI Advisors primarily serves high-net-worth individuals, charitable organizations, banking or thrift institutions, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
Asset allocation services
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
WA
01/09/2019 - Present
FCI Advisors (Vancouver WA)
TX
05/25/2000 - 01/04/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
10/19/1999 - 05/05/2000
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
02/04/1999 - 05/21/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/04/1999 - 05/21/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
OR
09/23/1998 - 10/21/1998
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
IA
Issued 02/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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