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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 E. Schwaikert is a financial advisor with over 30 years of experience in the financial services industry. John is currently registered with Oneamerica Securities, Inc. and provides a range of financial services including financial planning, investment management, and insurance products. John has a strong track record of helping clients achieve their financial goals. John holds a Certified Financial Planner designation, and has extensive experience working with individuals and families. He is committed to providing personalized and professional financial advice to help clients make informed decisions about their financial future.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CT
01/11/2017 - Present
Oneamerica Securities, Inc. (Winsted CT)
CT
11/21/2012 - 12/31/2016
WOODBURY FINANCIAL SERVICES, INC. (WINSTED CT)
CT
05/24/1995 - 11/20/2012
WOODBURY FINANCIAL SERVICES, INC. (WINSTED CT)
MA
01/15/1992 - 01/25/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/15/1992 - 01/25/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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