Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kezerian is an Investment Advisor Representative registered with Charles Schwab & Co., Inc. John has been in the industry since October 2019 and has been with Charles Schwab & Co., Inc. since June 2019. John holds the Series 66, Series 7TO and SIE securities licenses and is registered with the state of Ohio. John specializes in financial planning.
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
1
2
OH
03/13/2023 - Present
Charles Schwab & CO., Inc. (Richfield OH)
BOTH
Issued 12/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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