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 Shetterly is an experienced financial advisor with over 27 years of experience in the industry. John has a strong background in securities, investments, and financial planning. Currently, John is registered with Osaic Wealth, Inc. and holds Series 7, 9, 10, 24, 3, 31, and 65 licenses. Previously, John has worked with T. Rowe Price Investment Services, Inc., Edward Jones, J.J.B Hilliard, W.L. Lyons, LLC, Legg Mason Wood Walker, Incorporated, and Alex. Brown & Sons Incorporated. John is committed to providing personalized financial advice to help individuals and families achieve their financial goals.
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.
1
2
AZ
01/24/2025 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MD
09/14/2015 - 06/07/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
MO
01/05/2011 - 08/25/2015
EDWARD JONES (ST. LOUIS MO)
KY
10/05/2005 - 01/03/2011
J.J.B HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
MD
12/05/1996 - 09/23/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
05/15/1995 - 11/26/1996
ALEX. BROWN & SONS INCORPORATED
IA
Issued 05/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/24/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2008
Series 3 - National Commodity Futures Examination
BC
Issued 02/24/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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