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John F Messina

Charles Schwab & CO., Inc.

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About John F Messina

John F Messina is a financial professional with over 18 years of experience in the industry. John is currently registered with Charles Schwab & CO., Inc. in the state of Texas. John has previously held positions at COWEN AND COMPANY, COWEN CAPITAL LLC and LABRANCHE STRUCTURED PRODUCTS SPECIALISTS LLC. John is licensed to conduct business in 53 states and holds multiple professional certifications, including the Series 7, Series 21, Series 25, Series 63, and SIE exams.

Firm Information

John Messina is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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John Messina’s Registration & Firm History

TX

09/29/2015 - Present

Charles Schwab & CO., Inc. (WESTLAKE TX)

NY

05/15/2012 - 09/04/2015

COWEN AND COMPANY (NEW YORK NY)

NY

03/13/2006 - 05/10/2012

COWEN CAPITAL LLC (NEW YORK NY)

NY

02/18/2005 - 08/15/2007

LABRANCHE STRUCTURED PRODUCTS SPECIALISTS LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/25/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2007

Series 7 - General Securities Representative Examination

BC

Issued 12/12/2006

Series 21 - NYSE Front Line Specialist Clerk

BC

Issued 06/23/2005

Series 25 - NYSE Trading Assistant Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for John F Messina.
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