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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 Frederick Schweitzer is a financial advisor with Eagle Strategies LLC based in Overland Park, KS. John has been in the industry since 2013. John's experience includes time with NYLIFE SECURITIES LLC, SCOTTRADE, INC., and TD AMERITRADE, INC.. John specializes in providing financial planning and investment advice to a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. John's clients have access to a range of advisory services, including financial planning, portfolio management, and educational seminars. John holds Series 6, 7, 24, 63, and 65 licenses and has been registered in Kansas, Missouri, and Texas.
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 8/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/7/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/1/2015
Series 7 - General Securities Representative Examination
BC
Issued 7/17/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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