Unclaimed
John Rodenberger is an investment advisor representative with Schwab Wealth Advisory, Inc. based in Indianapolis, IN. John has been in the industry since 2000 and is currently registered with both Indiana and Texas. He has a variety of licenses, including Series 7, 63, and 66, as well as the SIE exam. John's services include portfolio management for individuals and businesses, and financial planning. He is affiliated with Schwab Wealth Advisory, Inc., a firm headquartered in San Francisco, CA.
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.
1
2
IN
01/15/2020 - Present
Schwab Wealth Advisory, Inc. (INDIANAPOLIS IN)
BOTH
Issued 01/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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