Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Frederick Schweitzer is a registered investment advisor representative with Eagle Strategies LLC, headquartered in Overland Park, Kansas. John is a registered representative in Kansas, Missouri, and Texas. John's practice focuses on providing financial planning services to individuals, high net worth individuals, and charitable organizations. John also has a strong background in insurance, and provides non-registered insurance products through an outside carrier. John has been in the financial services industry since 2013.
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.
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
KS
04/15/2019 - Present
Eagle Strategies LLC (OVERLAND PARK KS)
MO
02/26/2018 - 02/14/2019
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
03/30/2017 - 02/26/2018
SCOTTRADE, INC. (ST. LOUIS MO)
MO
07/18/2013 - 03/28/2017
NYLIFE SECURITIES LLC (ST CHARLES MO)
IA
Issued 08/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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