Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Farar is a financial professional with over 22 years of experience in the industry. John is currently registered with Charles Schwab & CO., Inc., and has a Series 66, Series 63, Series 9, Series 10, SIE, and Series 7. John also holds a Certified Financial Planner designation. Prior to joining Charles Schwab & CO., Inc., John was a financial advisor at TD AMERITRADE, INC. and Fidelity Brokerage Services LLC. John's experience and credentials make him a valuable resource for individuals and families seeking financial advice.
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
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2
TX
09/13/2016 - Present
Charles Schwab & CO., Inc. (San Antonio TX)
TX
08/04/2022 - 05/19/2024
TD AMERITRADE, INC. (SAN ANTONIO TX)
MA
05/05/2009 - 09/02/2016
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
OR
07/03/2001 - 02/13/2009
FIDELITY BROKERAGE SERVICES LLC (TIGARD OR)
BOTH
Issued 07/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/03/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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