Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Douglas Metallic is a financial advisor registered with Charles Schwab & Co., Inc. John has been in the financial services industry since July 21, 1989, and currently is registered with Charles Schwab & Co., Inc. and has held other positions with Essex National Securities, Inc. and Mutual Benefit Financial Service Company. John's areas of expertise include financial planning, selection of other advisers, and a wrap fee program sponsor.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
01/02/2019 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
CA
03/13/2002 - 09/06/2006
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
TX
03/19/1993 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
11/14/1988 - 10/18/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
10/24/1986 - 05/19/1988
K. J. BROWN & CO., INC.
BOTH
Issued 11/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/22/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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