Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Stansel is an Investment Advisor Representative at Charles Schwab & Co., Inc. John has been in the industry since 2014. John holds the Series 66, Series 10, Series 9, SIE, and Series 7 securities registrations. John is currently registered in 53 states. John provides advisory services for Financial Planning and acts as a sponsor for the wrap fee program and the financial planning advisor referral program.
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
TX
12/23/2014 - Present
Charles Schwab & CO., Inc. (Austin TX)
BOTH
Issued 12/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/3/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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