Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Louis Schautz is a financial professional with over 30 years of experience in the industry. He is a Registered Representative and Principal with TD Private Client Wealth LLC, where he has been employed since March 2013. John has a strong background in financial services, having previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is committed to providing clients with personalized financial advice and guidance. John is dedicated to helping clients achieve their financial goals and works closely with clients to understand their individual needs. John is a licensed professional with the Series 7, Series 27, and Series 99TO licenses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
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NJ
03/22/2013 - Present
TD Private Client Wealth LLC (Mt. Laurel NJ)
NY
11/20/1985 - 07/11/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 03/21/2013
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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