Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Gregory McGlynn is a registered representative with Charles Schwab & CO., Inc. John has been in the securities industry since 2009. John is licensed to provide securities and investment advisory services in the state of Colorado. John is also a Series 24 general securities principal. John is registered to provide securities and investment advisory services in several other states, including Texas, Oregon, and many others.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
01/05/2015 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 05/31/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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