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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 Draper Lischer is a financial advisor in Sacramento, CA. John has been in the financial industry since January 24, 2014. John is registered with Mariner Independent. John previously worked at CHARLES SCHWAB & CO., INC., PRINCIPAL FUNDS DISTRIBUTOR, INC., PRINCIPAL SECURITIES, INC. and MORGAN STANLEY SMITH BARNEY. John holds the Series 31, Series 66 and Series 7 licenses. John is also registered to sell securities in California.
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.
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
CA
10/23/2024 - Present
Mariner Independent (Sacramento CA)
CA
11/04/2020 - 02/17/2022
CHARLES SCHWAB & CO., INC. (Roseville CA)
CA
10/01/2013 - 02/04/2020
PRINCIPAL FUNDS DISTRIBUTOR, INC. (FOLSOM CA)
IA
12/01/2015 - 03/09/2017
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
CA
12/12/2011 - 05/16/2012
MORGAN STANLEY SMITH BARNEY (ROSEVILLE CA)
BOTH
Issued 01/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 12/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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