Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn James Sheehan is a financial advisor at Charles Schwab & Co., Inc. with over 30 years of experience in the financial services industry. Sheehan has a broad range of experience, including previous positions with TD AMERITRADE, INC., USAA FINANCIAL ADVISORS, INC., PNC CAPITAL MARKETS LLC, and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Sheehan holds the Series 6, 7, 10, 24, 26, 51, 63 and 65 securities licenses. He is a Certified Financial Planner.
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
CA
05/23/2020 - Present
Charles Schwab & CO., Inc. (Menlo Park CA)
CA
03/07/2022 - 05/19/2024
TD AMERITRADE, INC. (Menlo Park CA)
TX
06/28/2010 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
PA
06/06/2007 - 12/31/2008
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
NY
08/31/1992 - 05/09/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
IA
Issued 02/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/19/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/18/2004
Series 24 - General Securities Principal Examination
BC
Issued 08/14/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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