Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Guenther Haller is a financial advisor with over 20 years of experience in the industry. John is currently registered with Cuso Financial Services, LP, an independent broker-dealer and registered investment advisor. John has previously worked for Fifth Third Securities, Inc., Chase Investment Services Corp., and Edward Jones. John holds the Series 7, Series 63, and Series 66 securities licenses. John is a Registered Representative and Investment Advisor Representative.
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
OH
09/17/2010 - Present
Cuso Financial Services, LP (TROY OH)
OH
12/14/2009 - 09/27/2010
FIFTH THIRD SECURITIES, INC. (TROY OH)
OH
03/03/2006 - 12/03/2009
CHASE INVESTMENT SERVICES CORP. (SIDNEY OH)
MO
05/23/2000 - 09/08/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Haller is the right advisor for you? Invested Better is here to help.
