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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 Declan Schaefer is a financial advisor with Truist Advisory Services, Inc. based in Ponte Vedra Beach, FL. John has been in the financial industry since 2008 and has extensive experience working with individuals, families, and businesses. John's expertise includes financial planning, portfolio management, and providing comprehensive investment advice. John holds multiple licenses and designations, including Series 6, 7, and 66, and is a registered representative of Truist Advisory Services, Inc. in various states.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
01/09/2023 - Present
Truist Advisory Services, Inc. (PONTE VEDRA BEACH FL)
FL
08/16/2021 - 12/22/2021
PNC INVESTMENTS (Jacksonville FL)
FL
03/12/2014 - 08/16/2021
BBVA SECURITIES INC. (ORLANDO FL)
FL
09/05/2008 - 03/06/2014
RAYMOND JAMES & ASSOCIATES, INC. (JACKSONVILLE FL)
MA
08/28/1995 - 10/17/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 10/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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