Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Monfreda is a financial advisor with Schwab Wealth Advisory, Inc. John is a licensed advisor in Arizona and Texas. John has been in the financial industry since 1990 and has extensive experience in helping clients manage their wealth. John holds several professional licenses and certifications, including the Series 7, 63, and 66 exams. John is also a Registered Principal with Schwab Wealth Advisory, Inc.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
01/02/2020 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
OH
10/21/2004 - 02/22/2006
ONLINE BROKERAGE SERVICES (WHITEHOUSE OH)
MO
12/17/2003 - 03/16/2004
EDWARD JONES (ST. LOUIS MO)
OH
02/05/2003 - 10/03/2003
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
TX
01/04/1990 - 10/29/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
11/08/1988 - 01/25/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 06/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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