Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edward Schoen is a financial advisor with Innovation Partners LLC located in Charlotte, North Carolina. John has over 37 years of experience in the financial services industry and holds the Series 6 and SIE licenses. John is registered with FINRA and the state of Alabama. John has previously worked with Avalon Investment & Securities Group, Inc., ProEquities, Inc., Jefferson Pilot Securities Corporation, Cardell & Associates, Incorporated, and Amfire, Inc. John specializes in consulting services to qualified retirement plans, financial planning, pension consulting, and portfolio management. John is currently registered with the state of Alabama.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
02/09/2021 - Present
Innovation Partners LLC (CHARLOTTE NC)
AL
02/21/2007 - 11/06/2020
AVALON INVESTMENT & SECURITIES GROUP, INC. (MUSCLE SHOALS AL)
AL
06/14/2001 - 12/31/2006
PROEQUITIES, INC. (IRONDALE AL)
IN
10/15/1986 - 06/29/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NA
01/17/1985 - 08/04/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
11/24/1982 - 12/27/1984
AMFIRE, INC.
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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