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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Martin Schneider is a financial advisor with JMS Capital Group Wealth Services, LLC based in Sewickley, PA. John Schneider has been in the financial services industry since 1993. John Schneider has registrations with the state of Pennsylvania. John Schneider has several designations including Certified Financial Planner. John Schneider has also worked for PWA SECURITIES, INC., BILL FEW SECURITIES, INC. and WALNUT STREET SECURITIES, 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.
Guidance on pension options to ensure a secure financial future.
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.
Insurance, estate planning
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.
A percentage of the total value of assets under management is charged.
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2
PA
02/22/2016 - Present
JMS Capital Group Wealth Services, LLC (SEWICKLEY PA)
PA
01/04/2008 - 09/25/2017
PWA SECURITIES, INC. (PITTSBURGH PA)
PA
09/04/1997 - 02/27/2008
BILL FEW SECURITIES, INC. (PITTSBURGH PA)
CA
08/25/1993 - 09/03/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 08/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 09/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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